-52.2%
APTV vs WCC
+22.3%
-74.5%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.3% |
| 7D | -1.7% | +9.9% | -11.7% | -4.2% |
| 30D | -11.6% | -8.4% | -3.1% | -10.3% |
| 3M | -21.2% | -10.3% | -10.9% | -19.8% |
| 6M | -28.5% | -10.5% | -18.0% | -27.5% |
| YTD | -49.1% | +32.2% | -81.2% | -56.8% |
| 1Y | -52.2% | +25.5% | -77.7% | -58.5% |
| All | -52.2% | +22.3% | -74.5% | -58.5% |
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