+469.5%
INTC vs APTV
+194.6%
+274.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.1% | +1.5% | +3.4% |
| 7D | +7.1% | +4.8% | +2.3% | +5.3% |
| 30D | -5.2% | +2.0% | -7.2% | -6.0% |
| 3M | -14.3% | -34.2% | +19.9% | -1.2% |
| 6M | +110.2% | -34.7% | +144.8% | +138.2% |
| YTD | +159.6% | -37.0% | +196.6% | +197.8% |
| 1Y | +289.3% | -40.4% | +329.7% | +357.2% |
| 3Y | +166.1% | -54.1% | +220.2% | +232.1% |
| 5Y | +94.4% | -68.0% | +162.4% | +166.7% |
| 10Y | +227.7% | -15.5% | +243.2% | +196.2% |
| All | +469.5% | +194.6% | +274.9% | +192.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling