+31.8%
BA vs APTV
-28.3%
+60.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.5% | +4.0% | +2.2% |
| 7D | +1.1% | -10.2% | +11.3% | +6.2% |
| 30D | -7.9% | -10.8% | +2.9% | -3.1% |
| 3M | -25.3% | -14.8% | -10.5% | -20.0% |
| 6M | -24.6% | -30.6% | +6.0% | -13.6% |
| YTD | -20.1% | -48.2% | +28.0% | +4.2% |
| 1Y | -11.8% | -52.0% | +40.2% | +19.4% |
| 3Y | -10.1% | -47.0% | +36.9% | +8.2% |
| 5Y | -22.7% | -77.5% | +54.7% | +43.0% |
| All | +31.8% | -28.3% | +60.0% | +42.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling