+247.9%
CB vs APTV
-27.3%
+275.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.7% |
| 7D | 0.0% | -5.0% | +5.0% | +1.1% |
| 30D | +7.4% | -12.3% | +19.7% | +10.2% |
| 3M | +8.6% | -19.9% | +28.6% | +13.3% |
| 6M | +16.1% | -29.4% | +45.5% | +22.3% |
| YTD | +20.2% | -49.0% | +69.2% | +34.9% |
| 1Y | +27.2% | -53.1% | +80.3% | +45.4% |
| 3Y | +72.7% | -48.9% | +121.6% | +86.2% |
| 5Y | +105.9% | -77.2% | +183.2% | +168.7% |
| All | +247.9% | -27.3% | +275.2% | +225.8% |
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