+7.8%
EQT vs APTV
-39.9%
+47.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.1% | -3.8% | -0.8% |
| 7D | +1.1% | +4.8% | -3.7% | +1.1% |
| 30D | +7.7% | +2.0% | +5.7% | +7.7% |
| 3M | +0.2% | -34.2% | +34.4% | -0.4% |
| 6M | -9.5% | -34.7% | +25.2% | -8.9% |
| YTD | +3.8% | -37.0% | +40.8% | +3.6% |
| 1Y | +7.8% | -40.4% | +48.2% | +11.1% |
| All | +7.8% | -39.9% | +47.7% | +11.1% |
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 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