+123.6%
HOOD vs APTV
-76.4%
+200.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.2% |
| 7D | -3.8% | -1.7% | -2.0% | -2.7% |
| 30D | -23.0% | -11.6% | -11.4% | -17.1% |
| 3M | -21.6% | -21.2% | -0.5% | -9.6% |
| 6M | +1.4% | -28.5% | +30.0% | +18.5% |
| YTD | -31.2% | -49.1% | +17.9% | -1.2% |
| 1Y | -35.9% | -52.2% | +16.3% | -4.1% |
| 3Y | +836.9% | -48.6% | +885.6% | +1,168.3% |
| 5Y | +121.1% | -77.3% | +198.4% | +387.9% |
| All | +123.6% | -76.4% | +200.0% | +449.6% |
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