+820.2%
CTAS vs APTV
-26.5%
+846.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | -0.8% | -8.9% | +8.1% | +1.8% |
| 30D | +10.7% | -9.5% | +20.2% | +13.7% |
| 3M | +11.0% | -20.6% | +31.6% | +17.9% |
| 6M | +38.7% | -28.9% | +67.6% | +49.3% |
| YTD | +21.8% | -48.2% | +70.0% | +42.5% |
| 1Y | +23.6% | -51.7% | +75.3% | +47.5% |
| 3Y | +74.9% | -48.1% | +123.0% | +94.8% |
| 5Y | +119.5% | -76.7% | +196.1% | +211.6% |
| 10Y | +820.2% | -25.6% | +845.8% | +750.1% |
| All | +820.2% | -26.5% | +846.7% | +750.1% |
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