+2,172.3%
GOOGL vs APTV
+194.6%
+1,977.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.1% | -4.2% | -2.0% |
| 7D | -2.3% | +4.8% | -7.1% | -3.6% |
| 30D | -6.6% | +2.0% | -8.6% | -7.3% |
| 3M | -8.9% | -34.2% | +25.3% | +1.8% |
| 6M | +11.9% | -34.7% | +46.5% | +23.7% |
| YTD | +8.3% | -37.0% | +45.3% | +20.4% |
| 1Y | +46.2% | -40.4% | +86.6% | +64.7% |
| 3Y | +151.9% | -54.1% | +206.0% | +196.6% |
| 5Y | +137.7% | -68.0% | +205.7% | +203.3% |
| 10Y | +757.6% | -15.5% | +773.1% | +657.2% |
| All | +2,172.3% | +194.6% | +1,977.7% | +1,182.1% |
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