-28.3%
APTV vs XHB
+237.3%
-265.7%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.8% |
| 7D | -1.7% | -0.2% | -1.5% | -1.7% |
| 30D | -11.6% | +9.9% | -21.5% | -19.1% |
| 3M | -21.2% | -6.3% | -14.9% | -16.7% |
| 6M | -28.5% | +3.8% | -32.4% | -32.1% |
| YTD | -49.1% | +0.1% | -49.2% | -50.2% |
| 1Y | -52.2% | -0.8% | -51.4% | -52.9% |
| 3Y | -48.6% | +35.6% | -84.2% | -64.1% |
| 5Y | -77.3% | +29.6% | -106.8% | -83.5% |
| All | -28.3% | +237.3% | -265.7% | -79.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 10y: compounded portfolio wealth divided by compounded XHB 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…
10y analysis · Full analysis span regression · 6 months rolling