+58.5%
FDX vs APTV
-52.5%
+111.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.2% | +2.3% | +3.2% |
| 7D | +0.2% | -9.8% | +10.0% | +2.2% |
| 30D | +9.3% | -8.9% | +18.2% | +11.3% |
| 3M | +0.5% | -19.5% | +19.9% | +4.5% |
| 6M | +5.3% | -31.1% | +36.4% | +10.7% |
| YTD | +38.6% | -47.5% | +86.1% | +52.4% |
| All | +58.5% | -52.5% | +111.0% | +77.0% |
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