+388.3%
JBL vs APTV
-69.7%
+458.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.7% | -5.4% | -3.8% |
| 7D | -1.0% | -1.8% | +0.8% | -0.5% |
| 30D | -15.1% | -7.9% | -7.2% | -12.5% |
| 3M | -14.0% | -29.9% | +15.9% | -2.6% |
| 6M | +20.6% | -36.6% | +57.2% | +40.9% |
| YTD | +32.9% | -40.0% | +72.8% | +57.6% |
| 1Y | +40.5% | -44.0% | +84.5% | +71.5% |
| 3Y | +183.7% | -54.5% | +238.3% | +264.6% |
| 5Y | +388.3% | -68.8% | +457.1% | +613.3% |
| All | +388.3% | -69.7% | +458.0% | +613.3% |
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