+151.2%
GE vs APTV
-27.3%
+178.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -1.9% | -2.9% |
| 7D | +5.1% | -5.0% | +10.1% | +7.1% |
| 30D | +7.6% | -12.3% | +19.9% | +12.6% |
| 3M | -9.3% | -19.9% | +10.6% | -2.0% |
| 6M | +11.5% | -29.4% | +40.9% | +23.1% |
| YTD | +7.9% | -49.0% | +56.9% | +33.2% |
| 1Y | +7.6% | -53.1% | +60.7% | +37.0% |
| 3Y | +265.9% | -48.9% | +314.7% | +324.9% |
| 5Y | +405.9% | -77.2% | +483.2% | +700.0% |
| All | +151.2% | -27.3% | +178.5% | +162.6% |
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 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