+957.3%
GILD vs APTV
+179.8%
+777.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.7% |
| 7D | -4.8% | -5.0% | +0.2% | -4.2% |
| 30D | +5.8% | -6.1% | +11.8% | +6.6% |
| 3M | +14.9% | -33.0% | +47.9% | +20.8% |
| 6M | -0.4% | -35.2% | +34.9% | +4.7% |
| YTD | +18.5% | -40.1% | +58.7% | +25.5% |
| 1Y | +25.1% | -45.6% | +70.7% | +34.2% |
| 3Y | +105.9% | -54.4% | +160.3% | +122.1% |
| 5Y | +143.0% | -68.9% | +211.9% | +171.0% |
| 10Y | +162.4% | -17.2% | +179.6% | +122.1% |
| All | +957.3% | +179.8% | +777.6% | +510.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling