+210.0%
NXPI vs APTV
-15.8%
+225.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.7% | -1.2% | 0.0% |
| 7D | +0.7% | -1.8% | +2.5% | +1.6% |
| 30D | -4.2% | -7.9% | +3.7% | -0.1% |
| 3M | -20.4% | -29.9% | +9.5% | -5.3% |
| 6M | +12.5% | -36.6% | +49.1% | +38.7% |
| YTD | +5.2% | -40.0% | +45.2% | +32.7% |
| 1Y | +5.1% | -44.0% | +49.1% | +37.7% |
| 3Y | +17.7% | -54.5% | +72.2% | +65.6% |
| 5Y | +16.8% | -68.8% | +85.6% | +96.8% |
| All | +210.0% | -15.8% | +225.9% | +232.0% |
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 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