+309.8%
BE vs APTV
-44.8%
+354.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.3% | +7.0% | +6.8% |
| 7D | +9.0% | -5.0% | +14.1% | +10.8% |
| 30D | +16.3% | -6.1% | +22.3% | +18.7% |
| 3M | +10.8% | -33.0% | +43.8% | +30.6% |
| 6M | +73.2% | -35.2% | +108.4% | +109.9% |
| YTD | +217.4% | -40.1% | +257.5% | +292.4% |
| 1Y | +309.8% | -45.6% | +355.4% | +495.4% |
| All | +309.8% | -44.8% | +354.6% | +495.4% |
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