+681.4%
NFLX vs APTV
-16.1%
+697.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.2% | +1.9% |
| 7D | -1.1% | -5.0% | +3.9% | +0.1% |
| 30D | +4.3% | -6.1% | +10.4% | +5.7% |
| 3M | -4.8% | -33.0% | +28.2% | +4.3% |
| 6M | -18.4% | -35.2% | +16.8% | -11.0% |
| YTD | -17.4% | -40.1% | +22.7% | -8.6% |
| 1Y | -35.7% | -45.6% | +9.9% | -27.1% |
| 3Y | +73.8% | -54.4% | +128.1% | +99.2% |
| 5Y | +29.3% | -68.9% | +98.2% | +60.6% |
| All | +681.4% | -16.1% | +697.5% | +730.7% |
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