+252.1%
INTC vs APTV
-16.1%
+268.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.7% |
| 7D | +7.5% | -5.0% | +12.5% | +9.1% |
| 30D | +2.0% | -6.1% | +8.0% | +3.9% |
| 3M | -12.0% | -33.0% | +21.0% | +0.2% |
| 6M | +114.5% | -35.2% | +149.8% | +143.2% |
| YTD | +179.0% | -40.1% | +219.1% | +225.3% |
| 1Y | +318.3% | -45.6% | +363.9% | +407.4% |
| 3Y | +171.2% | -54.4% | +225.6% | +238.1% |
| 5Y | +107.6% | -68.9% | +176.5% | +186.5% |
| All | +252.1% | -16.1% | +268.2% | +272.6% |
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