+668.0%
BE vs APTV
-57.6%
+725.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.8% | -4.8% |
| 7D | +10.8% | -1.7% | +12.6% | +12.4% |
| 30D | -19.8% | -11.6% | -8.2% | -12.5% |
| 3M | -18.7% | -21.2% | +2.5% | -3.8% |
| 6M | -33.7% | -28.5% | -5.2% | -19.0% |
| YTD | +121.0% | -49.1% | +170.0% | +237.9% |
| 1Y | +85.4% | -52.2% | +137.6% | +196.6% |
| 3Y | +1,709.5% | -48.6% | +1,758.1% | +2,481.1% |
| 5Y | +462.2% | -77.3% | +539.5% | +1,441.5% |
| All | +668.0% | -57.6% | +725.5% | +833.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling