+1,678.4%
JBL vs APTV
+180.9%
+1,497.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.6% | +5.2% | +2.7% |
| 7D | +4.4% | +2.0% | +2.4% | +3.4% |
| 30D | -8.4% | -7.7% | -0.7% | -5.2% |
| 3M | -14.2% | -34.0% | +19.8% | +2.0% |
| 6M | +29.6% | -37.1% | +66.7% | +55.5% |
| YTD | +37.1% | -39.9% | +77.0% | +66.6% |
| 1Y | +49.5% | -44.4% | +93.9% | +88.3% |
| 3Y | +192.7% | -54.5% | +247.2% | +284.7% |
| 5Y | +411.3% | -69.1% | +480.5% | +679.4% |
| 10Y | +1,447.6% | -20.0% | +1,467.6% | +1,243.8% |
| All | +1,678.4% | +180.9% | +1,497.5% | +564.6% |
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