+212.4%
NXPI vs APTV
-27.4%
+239.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.7% | -0.7% |
| 7D | +6.8% | -1.7% | +8.5% | +7.8% |
| 30D | +20.0% | -11.6% | +31.6% | +28.1% |
| 3M | +14.8% | -21.2% | +36.0% | +30.0% |
| 6M | -10.5% | -28.5% | +18.1% | +4.0% |
| YTD | +23.7% | -49.1% | +72.8% | +70.6% |
| 1Y | +34.1% | -52.2% | +86.3% | +91.4% |
| 3Y | +51.2% | -48.6% | +99.9% | +99.0% |
| 5Y | +33.4% | -77.3% | +110.7% | +169.8% |
| All | +212.4% | -27.4% | +239.8% | +252.8% |
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