+427.2%
LIN vs APTV
-26.5%
+453.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +0.3% | -8.9% | +9.2% | +2.6% |
| 30D | +8.0% | -9.5% | +17.5% | +10.5% |
| 3M | +7.7% | -20.6% | +28.3% | +13.5% |
| 6M | +5.1% | -28.9% | +33.9% | +12.1% |
| YTD | +24.7% | -48.2% | +72.9% | +42.9% |
| 1Y | +25.1% | -51.7% | +76.8% | +45.8% |
| 3Y | +36.8% | -48.1% | +84.9% | +50.5% |
| 5Y | +67.9% | -76.7% | +144.5% | +124.9% |
| 10Y | +427.2% | -25.6% | +452.8% | +426.8% |
| All | +427.2% | -26.5% | +453.7% | +426.8% |
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