+208.8%
C vs APTV
-25.9%
+234.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.6% |
| 7D | -0.4% | -4.3% | +3.9% | +1.5% |
| 30D | -5.2% | -9.7% | +4.5% | -1.1% |
| 3M | -9.1% | -20.6% | +11.5% | -0.1% |
| 6M | -1.6% | -31.7% | +30.1% | +12.5% |
| YTD | +6.9% | -48.0% | +54.9% | +36.6% |
| 1Y | +23.0% | -52.1% | +75.0% | +62.8% |
| 3Y | +216.1% | -47.9% | +264.0% | +281.0% |
| 5Y | +112.2% | -76.9% | +189.2% | +265.4% |
| 10Y | +208.8% | -26.7% | +235.5% | +183.4% |
| All | +208.8% | -25.9% | +234.7% | +183.4% |
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 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