+149.8%
FDX vs APTV
-27.3%
+177.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.5% |
| 7D | +0.8% | -5.0% | +5.8% | +2.7% |
| 30D | +9.9% | -12.3% | +22.2% | +15.0% |
| 3M | -1.9% | -19.9% | +18.0% | +5.8% |
| 6M | +6.1% | -29.4% | +35.5% | +17.4% |
| YTD | +38.8% | -49.0% | +87.8% | +71.2% |
| 1Y | +50.0% | -53.1% | +103.1% | +90.6% |
| 3Y | +71.0% | -48.9% | +119.9% | +101.9% |
| 5Y | +72.5% | -77.2% | +149.7% | +167.7% |
| All | +149.8% | -27.3% | +177.0% | +156.1% |
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 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