+419.6%
GE vs APTV
-77.1%
+496.6%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.9% |
| 7D | +5.4% | -4.3% | +9.7% | +6.7% |
| 30D | +9.6% | -9.7% | +19.3% | +12.7% |
| 3M | -7.7% | -20.6% | +12.8% | -1.8% |
| 6M | +14.0% | -31.7% | +45.7% | +24.2% |
| YTD | +10.2% | -48.0% | +58.2% | +29.3% |
| 1Y | +8.9% | -52.1% | +61.0% | +31.0% |
| 3Y | +273.7% | -47.9% | +321.5% | +315.8% |
| All | +419.6% | -77.1% | +496.6% | +674.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling