+800.7%
MSCI vs APTV
-25.9%
+826.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.9% |
| 7D | +2.7% | -4.3% | +7.0% | +4.1% |
| 30D | +16.2% | -9.7% | +25.9% | +20.0% |
| 3M | +17.1% | -20.6% | +37.6% | +25.6% |
| 6M | +13.0% | -31.7% | +44.7% | +24.7% |
| YTD | +15.8% | -48.0% | +63.8% | +38.3% |
| 1Y | +15.5% | -52.1% | +67.6% | +41.7% |
| 3Y | +32.3% | -47.9% | +80.2% | +50.0% |
| 5Y | +8.2% | -76.9% | +85.1% | +61.2% |
| 10Y | +800.7% | -26.7% | +827.4% | +760.3% |
| All | +800.7% | -25.9% | +826.6% | +760.3% |
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