+153.5%
EXPE vs APTV
-54.7%
+208.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -4.6% | -3.3% | -6.4% |
| 7D | -9.8% | +2.0% | -11.7% | -10.3% |
| 30D | -11.5% | -7.7% | -3.8% | -9.3% |
| 3M | +21.7% | -34.0% | +55.7% | +38.1% |
| 6M | +10.4% | -37.1% | +47.5% | +26.2% |
| YTD | -2.5% | -39.9% | +37.4% | +13.3% |
| 1Y | +27.3% | -44.4% | +71.8% | +52.8% |
| 3Y | +153.5% | -54.5% | +208.0% | +204.8% |
| All | +153.5% | -54.7% | +208.2% | +204.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling