+21.3%
HPQ vs APTV
-46.4%
+67.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.6% | +1.2% | +4.9% |
| 7D | -7.8% | -1.9% | -5.9% | -7.5% |
| 30D | -4.9% | -1.4% | -3.5% | -4.7% |
| 3M | +4.9% | -9.3% | +14.2% | +6.5% |
| 6M | +47.1% | -27.3% | +74.4% | +51.0% |
| YTD | +39.5% | -43.1% | +82.7% | +51.5% |
| 1Y | +21.3% | -46.5% | +67.8% | +37.7% |
| All | +21.3% | -46.4% | +67.6% | +37.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling