+231.1%
HOOD vs APTV
-72.9%
+304.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.7% | +0.9% | -0.1% |
| 7D | +7.7% | -1.2% | +8.9% | +8.7% |
| 30D | +22.0% | -10.6% | +32.6% | +30.8% |
| 3M | +37.6% | -35.0% | +72.6% | +74.9% |
| 6M | +45.3% | -38.9% | +84.2% | +88.5% |
| YTD | +1.9% | -41.5% | +43.4% | +34.9% |
| 1Y | -2.7% | -45.8% | +43.1% | +35.7% |
| 3Y | +973.4% | -55.7% | +1,029.1% | +1,543.9% |
| 5Y | +179.3% | -70.1% | +249.4% | +411.4% |
| All | +231.1% | -72.9% | +304.0% | +650.8% |
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