+417.3%
LIN vs APTV
-26.1%
+443.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.7% |
| 7D | +0.1% | -9.8% | +9.9% | +2.5% |
| 30D | +7.6% | -8.9% | +16.4% | +9.8% |
| 3M | +6.5% | -19.5% | +26.0% | +11.9% |
| 6M | +6.2% | -31.1% | +37.3% | +14.2% |
| YTD | +23.2% | -47.5% | +70.8% | +40.8% |
| 1Y | +25.4% | -52.3% | +77.7% | +46.8% |
| 3Y | +38.3% | -45.2% | +83.5% | +49.7% |
| 5Y | +64.4% | -76.9% | +141.3% | +121.0% |
| 10Y | +417.3% | -25.1% | +442.4% | +411.2% |
| All | +417.3% | -26.1% | +443.4% | +411.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling