+256.9%
HL vs APTV
-16.1%
+273.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -4.4% | -5.0% | +0.7% | -2.7% |
| 30D | +9.3% | -6.1% | +15.4% | +11.5% |
| 3M | +32.0% | -33.0% | +65.0% | +50.4% |
| 6M | -6.4% | -35.2% | +28.8% | +6.8% |
| YTD | +3.1% | -40.1% | +43.3% | +20.7% |
| 1Y | +77.6% | -45.6% | +123.2% | +114.8% |
| 3Y | +392.8% | -54.4% | +447.2% | +513.3% |
| 5Y | +234.1% | -68.9% | +303.0% | +357.7% |
| All | +256.9% | -16.1% | +273.0% | +270.6% |
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