+1,683.3%
BE vs APTV
-56.4%
+1,739.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.7% | -0.2% | -1.6% |
| 7D | +23.9% | -1.2% | +25.1% | +24.4% |
| 30D | +27.8% | -10.6% | +38.5% | +34.2% |
| 3M | +3.7% | -35.0% | +38.7% | +25.8% |
| 6M | +78.0% | -38.9% | +116.9% | +120.2% |
| YTD | +209.9% | -41.5% | +251.4% | +290.8% |
| 1Y | +389.6% | -45.8% | +435.4% | +547.5% |
| All | +1,683.3% | -56.4% | +1,739.7% | +2,749.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling