+243.8%
HPQ vs APTV
-16.1%
+259.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.3% | +8.7% | +8.5% |
| 7D | +9.8% | -5.0% | +14.8% | +12.0% |
| 30D | +22.4% | -6.1% | +28.4% | +25.3% |
| 3M | +45.2% | -33.0% | +78.1% | +67.9% |
| 6M | +96.4% | -35.2% | +131.7% | +126.4% |
| YTD | +65.4% | -40.1% | +105.5% | +95.9% |
| 1Y | +31.6% | -45.6% | +77.2% | +62.2% |
| 3Y | +37.0% | -54.4% | +91.4% | +73.8% |
| 5Y | +53.0% | -68.9% | +121.9% | +119.5% |
| All | +243.8% | -16.1% | +259.9% | +222.1% |
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 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