+66.1%
FDX vs APTV
-52.5%
+118.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.6% | -1.3% |
| 7D | -2.5% | +4.8% | -7.3% | -3.7% |
| 30D | +3.8% | +2.0% | +1.8% | +3.1% |
| 3M | -1.3% | -34.2% | +32.9% | +9.1% |
| 6M | +5.0% | -34.7% | +39.7% | +15.1% |
| YTD | +39.6% | -37.0% | +76.6% | +54.0% |
| 1Y | +81.1% | -40.4% | +121.5% | +102.5% |
| All | +66.1% | -52.5% | +118.6% | +79.2% |
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