-27.8%
COIN vs APTV
-69.3%
+41.5%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +2.0% |
| 7D | -5.1% | -5.0% | -0.1% | -1.4% |
| 30D | +17.6% | -6.1% | +23.7% | +22.6% |
| 3M | +9.2% | -33.0% | +42.2% | +43.8% |
| 6M | -11.8% | -35.2% | +23.5% | +15.5% |
| YTD | -22.5% | -40.1% | +17.7% | +7.1% |
| 1Y | -45.9% | -45.6% | -0.3% | -18.5% |
| 3Y | +117.4% | -54.4% | +171.7% | +265.9% |
| All | -27.8% | -69.3% | +41.5% | +68.7% |
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