+382.5%
GLW vs APTV
-69.4%
+451.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -4.6% | +12.2% | +9.0% |
| 7D | +14.0% | +2.0% | +12.1% | +13.2% |
| 30D | +0.4% | -7.7% | +8.1% | +2.7% |
| 3M | -11.3% | -34.0% | +22.7% | +0.3% |
| 6M | +35.1% | -37.1% | +72.2% | +54.2% |
| YTD | +90.5% | -39.9% | +130.4% | +119.3% |
| 1Y | +132.0% | -44.4% | +176.5% | +173.8% |
| 3Y | +463.3% | -54.5% | +517.8% | +588.1% |
| 5Y | +382.5% | -69.1% | +451.6% | +543.0% |
| All | +382.5% | -69.4% | +451.9% | +543.0% |
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