+319.1%
DELL vs APTV
-39.9%
+359.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.1% | -1.6% | +0.7% |
| 7D | +14.9% | +4.8% | +10.1% | +13.5% |
| 30D | +13.3% | +2.0% | +11.3% | +12.5% |
| 3M | +24.4% | -34.2% | +58.6% | +42.0% |
| 6M | +258.0% | -34.7% | +292.7% | +286.5% |
| YTD | +320.2% | -37.0% | +357.2% | +348.3% |
| 1Y | +319.1% | -40.4% | +359.5% | +354.0% |
| All | +319.1% | -39.9% | +359.0% | +354.0% |
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