+25.7%
LIN vs APTV
-52.9%
+78.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +0.3% |
| 7D | +2.0% | -4.3% | +6.3% | +2.2% |
| 30D | +7.9% | -9.7% | +17.5% | +8.3% |
| 3M | +6.3% | -20.6% | +26.9% | +7.1% |
| 6M | +6.5% | -31.7% | +38.2% | +7.8% |
| YTD | +23.6% | -48.0% | +71.6% | +26.8% |
| 1Y | +25.7% | -52.1% | +77.8% | +30.6% |
| All | +25.7% | -52.9% | +78.6% | +30.6% |
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