+847.5%
MSCI vs APTV
-27.4%
+874.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.4% |
| 7D | +3.0% | -1.7% | +4.8% | +3.6% |
| 30D | +17.8% | -11.6% | +29.4% | +22.5% |
| 3M | +15.2% | -21.2% | +36.4% | +23.9% |
| 6M | +16.5% | -28.5% | +45.0% | +26.5% |
| YTD | +16.4% | -49.1% | +65.4% | +40.0% |
| 1Y | +16.8% | -52.2% | +69.0% | +43.4% |
| 3Y | +35.8% | -48.6% | +84.4% | +54.6% |
| 5Y | +7.0% | -77.3% | +84.2% | +60.3% |
| All | +847.5% | -27.4% | +874.9% | +804.3% |
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