+707.7%
BE vs APTV
-57.5%
+765.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -2.5% |
| 7D | +20.5% | -5.0% | +25.5% | +25.0% |
| 30D | -23.4% | -12.3% | -11.0% | -15.9% |
| 3M | -14.9% | -19.9% | +5.1% | -0.4% |
| 6M | -28.1% | -29.4% | +1.3% | -11.3% |
| YTD | +132.4% | -49.0% | +181.4% | +254.9% |
| 1Y | +59.4% | -53.1% | +112.4% | +159.6% |
| 3Y | +1,815.8% | -48.9% | +1,864.7% | +2,644.5% |
| 5Y | +491.3% | -77.2% | +568.5% | +1,519.4% |
| All | +707.7% | -57.5% | +765.2% | +880.7% |
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