+63.3%
LIN vs APTV
-77.0%
+140.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.5% | +2.3% | -0.5% |
| 7D | +0.2% | -10.2% | +10.4% | +2.2% |
| 30D | +6.5% | -10.8% | +17.3% | +8.7% |
| 3M | +5.5% | -14.8% | +20.3% | +8.4% |
| 6M | +3.3% | -30.6% | +33.9% | +9.2% |
| YTD | +22.0% | -48.2% | +70.2% | +36.3% |
| 1Y | +25.7% | -52.0% | +77.7% | +42.8% |
| 3Y | +36.2% | -47.0% | +83.3% | +45.5% |
| All | +63.3% | -77.0% | +140.4% | +115.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling