+147.8%
EWY vs APTV
-44.8%
+192.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.6% | +3.3% |
| 7D | -0.1% | -5.0% | +4.9% | +1.3% |
| 30D | +7.3% | -6.1% | +13.4% | +9.2% |
| 3M | -5.1% | -33.0% | +27.9% | +7.6% |
| 6M | +42.1% | -35.2% | +77.3% | +61.3% |
| YTD | +94.1% | -40.1% | +134.3% | +119.6% |
| 1Y | +147.8% | -45.6% | +193.4% | +189.8% |
| All | +147.8% | -44.8% | +192.6% | +189.8% |
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