+65.5%
FDX vs APTV
-49.5%
+115.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.5% | +0.7% | -1.8% |
| 7D | -1.6% | -10.2% | +8.6% | +1.1% |
| 30D | +6.6% | -10.8% | +17.4% | +9.8% |
| 3M | -2.1% | -14.8% | +12.8% | +1.8% |
| 6M | +2.2% | -30.6% | +32.7% | +10.3% |
| YTD | +33.9% | -48.2% | +82.1% | +56.0% |
| 1Y | +50.2% | -52.0% | +102.2% | +78.8% |
| 3Y | +65.5% | -47.0% | +112.6% | +79.6% |
| All | +65.5% | -49.5% | +115.0% | +79.6% |
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