+26.1%
EXPE vs APTV
-45.8%
+72.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.7% | +2.0% | -0.2% |
| 7D | -11.5% | -1.2% | -10.4% | -11.2% |
| 30D | -13.1% | -10.6% | -2.4% | -11.1% |
| 3M | +18.1% | -35.0% | +53.2% | +30.4% |
| 6M | +13.3% | -38.9% | +52.2% | +29.2% |
| YTD | -3.2% | -41.5% | +38.3% | +11.7% |
| 1Y | +26.1% | -45.8% | +72.0% | +51.7% |
| All | +26.1% | -45.8% | +72.0% | +51.7% |
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 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