+49.5%
JBL vs APTV
-39.9%
+89.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.1% | -1.5% | +0.8% |
| 7D | +3.0% | +4.8% | -1.8% | +1.9% |
| 30D | -8.3% | +2.0% | -10.3% | -8.7% |
| 3M | -16.9% | -34.2% | +17.3% | -6.3% |
| 6M | +21.8% | -34.7% | +56.4% | +35.6% |
| YTD | +36.3% | -37.0% | +73.3% | +49.7% |
| 1Y | +49.5% | -40.4% | +89.9% | +64.3% |
| All | +49.5% | -39.9% | +89.4% | +64.3% |
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 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