+2.5%
LIN vs APTV
-39.9%
+42.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.1% | -4.0% | -1.1% |
| 7D | -2.1% | +4.8% | -6.9% | -2.3% |
| 30D | -2.4% | +2.0% | -4.4% | -2.5% |
| 3M | -5.6% | -34.2% | +28.7% | -4.4% |
| 6M | -3.4% | -34.7% | +31.3% | -1.0% |
| YTD | +13.1% | -37.0% | +50.1% | +15.6% |
| 1Y | +2.5% | -40.4% | +42.9% | +4.6% |
| All | +2.5% | -39.9% | +42.4% | +4.6% |
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 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