+303.5%
MXL vs APTV
-39.9%
+343.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.1% | +2.5% | +4.3% |
| 7D | +1.6% | +4.8% | -3.2% | -0.3% |
| 30D | -7.0% | +2.0% | -9.0% | -7.6% |
| 3M | -33.4% | -34.2% | +0.8% | -20.3% |
| 6M | +260.2% | -34.7% | +294.8% | +340.8% |
| YTD | +260.0% | -37.0% | +296.9% | +338.5% |
| 1Y | +303.5% | -40.4% | +343.9% | +420.1% |
| All | +303.5% | -39.9% | +343.4% | +420.1% |
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