+116.0%
INTC vs APTV
-69.9%
+185.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.4% | +2.7% |
| 7D | +18.0% | -1.2% | +19.1% | +18.2% |
| 30D | +8.9% | -10.6% | +19.6% | +13.1% |
| 3M | -1.6% | -35.0% | +33.4% | +14.1% |
| 6M | +133.1% | -38.9% | +172.0% | +172.6% |
| YTD | +187.9% | -41.5% | +229.4% | +242.3% |
| 1Y | +334.7% | -45.8% | +380.5% | +435.6% |
| 3Y | +184.2% | -55.7% | +239.9% | +261.9% |
| 5Y | +116.0% | -70.1% | +186.1% | +203.3% |
| All | +116.0% | -69.9% | +185.9% | +203.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling