+431.5%
LIN vs APTV
-27.4%
+458.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.8% | +0.7% |
| 7D | +2.1% | -1.7% | +3.8% | +2.5% |
| 30D | +6.8% | -11.6% | +18.4% | +9.8% |
| 3M | +10.4% | -21.2% | +31.6% | +16.5% |
| 6M | +3.2% | -28.5% | +31.7% | +9.9% |
| YTD | +24.6% | -49.1% | +73.7% | +43.4% |
| 1Y | +24.4% | -52.2% | +76.6% | +45.4% |
| 3Y | +36.7% | -48.6% | +85.4% | +50.7% |
| 5Y | +67.0% | -77.3% | +144.3% | +125.3% |
| All | +431.5% | -27.4% | +458.9% | +431.7% |
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