+755.6%
GOOGL vs APTV
-16.1%
+771.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | 0.0% | -5.0% | +5.0% | +1.4% |
| 30D | -1.4% | -6.1% | +4.7% | +0.2% |
| 3M | -5.3% | -33.0% | +27.7% | +5.0% |
| 6M | +9.8% | -35.2% | +45.0% | +21.4% |
| YTD | +8.4% | -40.1% | +48.5% | +21.9% |
| 1Y | +41.2% | -45.6% | +86.8% | +63.1% |
| 3Y | +149.6% | -54.4% | +203.9% | +193.2% |
| 5Y | +142.6% | -68.9% | +211.5% | +210.2% |
| All | +755.6% | -16.1% | +771.7% | +752.9% |
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