-70.1%
APTV vs WCC
+228.2%
-298.3%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -2.1% |
| 7D | -1.2% | +6.8% | -8.0% | -3.9% |
| 30D | -10.6% | -3.0% | -7.6% | -9.7% |
| 3M | -35.0% | +0.2% | -35.2% | -35.9% |
| 6M | -38.9% | +33.2% | -72.1% | -47.1% |
| YTD | -41.5% | +45.8% | -87.3% | -51.7% |
| 1Y | -45.8% | +68.4% | -114.2% | -58.5% |
| 3Y | -55.7% | +131.1% | -186.8% | -73.5% |
| 5Y | -70.1% | +225.6% | -295.7% | -87.0% |
| All | -70.1% | +228.2% | -298.3% | -87.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling