+25.2%
BMY vs APTV
-70.4%
+95.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.2% | -0.3% |
| 7D | -4.8% | -1.2% | -3.6% | -4.7% |
| 30D | -0.7% | -10.6% | +10.0% | -0.1% |
| 3M | +15.3% | -35.0% | +50.3% | +17.9% |
| 6M | +8.5% | -38.9% | +47.4% | +11.0% |
| YTD | +23.4% | -41.5% | +64.9% | +26.4% |
| 1Y | +42.9% | -45.8% | +88.7% | +46.9% |
| 3Y | +22.0% | -55.7% | +77.7% | +25.3% |
| All | +25.2% | -70.4% | +95.7% | +24.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling