+23.7%
BBY vs APTV
-39.9%
+63.6%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.1% | +0.1% | +2.3% |
| 7D | +9.5% | +4.8% | +4.7% | +8.0% |
| 30D | +6.8% | +2.0% | +4.8% | +6.1% |
| 3M | +28.9% | -34.2% | +63.1% | +45.6% |
| 6M | +37.8% | -34.7% | +72.5% | +55.0% |
| YTD | +38.7% | -37.0% | +75.7% | +56.1% |
| 1Y | +23.7% | -40.4% | +64.1% | +41.4% |
| All | +23.7% | -39.9% | +63.6% | +41.4% |
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 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