+302.4%
MXL vs APTV
-16.1%
+318.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.3% | +7.9% | +7.7% |
| 7D | +18.9% | -5.0% | +23.9% | +22.1% |
| 30D | +0.3% | -6.1% | +6.4% | +4.0% |
| 3M | -8.0% | -33.0% | +24.9% | +15.7% |
| 6M | +341.2% | -35.2% | +376.5% | +454.5% |
| YTD | +327.8% | -40.1% | +368.0% | +463.2% |
| 1Y | +364.9% | -45.6% | +410.5% | +553.2% |
| 3Y | +229.2% | -54.4% | +283.6% | +393.3% |
| 5Y | +42.8% | -68.9% | +111.7% | +171.8% |
| All | +302.4% | -16.1% | +318.5% | +363.8% |
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