-40.4%
APTV vs WCC
+61.8%
-102.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.9% | -0.8% | +2.0% |
| 7D | +4.8% | +4.5% | +0.3% | +3.5% |
| 30D | +2.0% | -5.8% | +7.8% | +3.5% |
| 3M | -34.2% | -3.7% | -30.6% | -33.9% |
| 6M | -34.7% | +23.1% | -57.7% | -39.0% |
| YTD | -37.0% | +44.2% | -81.1% | -43.2% |
| 1Y | -40.4% | +62.1% | -102.5% | -46.5% |
| All | -40.4% | +61.8% | -102.2% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WCC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling