+364.9%
MXL vs APTV
-44.8%
+409.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.3% | +7.9% | +7.7% |
| 7D | +18.9% | -5.0% | +23.9% | +20.9% |
| 30D | +0.3% | -6.1% | +6.4% | +2.8% |
| 3M | -8.0% | -33.0% | +24.9% | +8.3% |
| 6M | +341.2% | -35.2% | +376.5% | +433.1% |
| YTD | +327.8% | -40.1% | +368.0% | +429.6% |
| 1Y | +364.9% | -45.6% | +410.5% | +527.0% |
| All | +364.9% | -44.8% | +409.7% | +527.0% |
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