+7.0%
DXCM vs APTV
-45.8%
+52.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.7% | +1.9% | -0.4% |
| 7D | -6.5% | -1.2% | -5.3% | -6.3% |
| 30D | -4.3% | -10.6% | +6.3% | -3.0% |
| 3M | +7.3% | -35.0% | +42.3% | +13.3% |
| 6M | +22.0% | -38.9% | +60.9% | +29.4% |
| YTD | +26.4% | -41.5% | +67.9% | +32.7% |
| 1Y | +7.0% | -45.8% | +52.8% | +11.3% |
| All | +7.0% | -45.8% | +52.8% | +11.3% |
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