+28.0%
CB vs APTV
-53.2%
+81.2%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.2% | +1.1% |
| 7D | +2.9% | -1.7% | +4.7% | +2.9% |
| 30D | +7.3% | -11.6% | +18.9% | +6.8% |
| 3M | +9.4% | -21.2% | +30.6% | +8.2% |
| 6M | +19.6% | -28.5% | +48.2% | +16.1% |
| YTD | +21.5% | -49.1% | +70.6% | +17.6% |
| 1Y | +28.0% | -52.2% | +80.2% | +24.2% |
| All | +28.0% | -53.2% | +81.2% | +24.2% |
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