+1,883.1%
LYV vs APTV
+179.8%
+1,703.3%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | +0.2% |
| 7D | -1.9% | -5.0% | +3.1% | +0.2% |
| 30D | -8.2% | -6.1% | -2.1% | -6.0% |
| 3M | -1.3% | -33.0% | +31.7% | +15.1% |
| 6M | +2.6% | -35.2% | +37.8% | +19.1% |
| YTD | +19.4% | -40.1% | +59.6% | +42.2% |
| 1Y | -2.2% | -45.6% | +43.4% | +20.6% |
| 3Y | +106.0% | -54.4% | +160.4% | +159.9% |
| 5Y | +97.7% | -68.9% | +166.6% | +188.4% |
| 10Y | +560.5% | -17.2% | +577.7% | +448.8% |
| All | +1,883.1% | +179.8% | +1,703.3% | +650.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling