+26.8%
BA vs APTV
-26.5%
+53.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.9% |
| 7D | -1.4% | -8.9% | +7.5% | +3.0% |
| 30D | -7.9% | -9.5% | +1.6% | -3.7% |
| 3M | -25.2% | -20.6% | -4.6% | -16.9% |
| 6M | -26.7% | -28.9% | +2.1% | -16.9% |
| YTD | -19.6% | -48.2% | +28.6% | +5.0% |
| 1Y | -10.6% | -51.7% | +41.1% | +20.8% |
| 3Y | -11.2% | -48.1% | +36.9% | +8.2% |
| 5Y | -20.4% | -76.7% | +56.2% | +44.7% |
| 10Y | +26.8% | -25.6% | +52.4% | +35.0% |
| All | +26.8% | -26.5% | +53.3% | +35.0% |
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