+27.2%
NFLX vs APTV
-69.9%
+97.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -0.2% |
| 7D | -8.1% | -1.2% | -6.9% | -7.9% |
| 30D | -0.3% | -10.6% | +10.3% | +2.5% |
| 3M | -6.6% | -35.0% | +28.4% | +4.0% |
| 6M | -22.7% | -38.9% | +16.2% | -13.2% |
| YTD | -18.9% | -41.5% | +22.6% | -8.5% |
| 1Y | -39.8% | -45.8% | +6.0% | -30.6% |
| 3Y | +71.7% | -55.7% | +127.4% | +107.5% |
| 5Y | +27.2% | -70.1% | +97.4% | +76.5% |
| All | +27.2% | -69.9% | +97.1% | +76.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling