+48.6%
JBL vs APTV
-44.8%
+93.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.3% | +5.4% | +5.1% |
| 7D | +2.4% | -5.0% | +7.4% | +3.6% |
| 30D | -13.1% | -6.1% | -7.0% | -11.8% |
| 3M | -15.6% | -33.0% | +17.4% | -5.8% |
| 6M | +24.6% | -35.2% | +59.8% | +38.8% |
| YTD | +39.6% | -40.1% | +79.8% | +55.2% |
| 1Y | +48.6% | -45.6% | +94.2% | +73.7% |
| All | +48.6% | -44.8% | +93.4% | +73.7% |
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 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