+32.2%
CB vs APTV
-46.4%
+78.6%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.6% | +2.3% |
| 7D | +5.3% | -1.9% | +7.1% | +5.1% |
| 30D | +13.2% | -1.4% | +14.7% | +13.1% |
| 3M | +7.8% | -9.3% | +17.1% | +7.2% |
| 6M | +15.8% | -27.3% | +43.1% | +13.1% |
| YTD | +21.0% | -43.1% | +64.1% | +17.7% |
| 1Y | +32.2% | -46.5% | +78.7% | +29.0% |
| All | +32.2% | -46.4% | +78.6% | +29.0% |
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