+160.0%
EXPE vs APTV
-16.1%
+176.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.8% | +1.6% |
| 7D | -5.8% | -5.0% | -0.7% | -3.3% |
| 30D | -13.6% | -6.1% | -7.6% | -11.1% |
| 3M | +25.2% | -33.0% | +58.2% | +48.6% |
| 6M | +22.3% | -35.2% | +57.6% | +44.8% |
| YTD | -0.3% | -40.1% | +39.8% | +22.3% |
| 1Y | +27.8% | -45.6% | +73.4% | +64.7% |
| 3Y | +162.4% | -54.4% | +216.8% | +250.1% |
| 5Y | +95.8% | -68.9% | +164.7% | +209.7% |
| All | +160.0% | -16.1% | +176.1% | +172.7% |
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