+193.5%
APTV vs WWD
+868.5%
-675.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +2.5% |
| 7D | +4.8% | +1.3% | +3.5% | +4.1% |
| 30D | +2.0% | -7.2% | +9.2% | +5.9% |
| 3M | -34.2% | -3.8% | -30.4% | -33.9% |
| 6M | -34.7% | -9.9% | -24.8% | -32.9% |
| YTD | -37.0% | +14.8% | -51.8% | -43.9% |
| 1Y | -40.4% | +42.1% | -82.5% | -53.5% |
| 3Y | -54.1% | +170.8% | -224.9% | -76.2% |
| 5Y | -68.0% | +197.5% | -265.5% | -84.5% |
| 10Y | -15.5% | +477.8% | -493.3% | -72.6% |
| All | +193.5% | +868.5% | -675.1% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 all: compounded portfolio wealth divided by compounded WWD 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…
all analysis · Full analysis span regression · 6 months rolling