+16.4%
AZN vs APTV
-46.4%
+62.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.6% | -1.9% | +2.7% |
| 7D | +11.5% | -1.9% | +13.4% | +11.5% |
| 30D | +20.8% | -1.4% | +22.2% | +20.7% |
| 3M | +21.5% | -9.3% | +30.8% | +21.5% |
| 6M | +3.0% | -27.3% | +30.4% | +2.2% |
| YTD | +3.9% | -43.1% | +47.0% | +2.3% |
| 1Y | +16.4% | -46.5% | +62.9% | +14.9% |
| All | +16.4% | -46.4% | +62.8% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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