+17.7%
NXPI vs APTV
-69.4%
+87.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.6% | +2.9% | +0.7% |
| 7D | +0.7% | +2.0% | -1.3% | -0.5% |
| 30D | -6.6% | -7.7% | +1.1% | -2.9% |
| 3M | -25.4% | -34.0% | +8.6% | -8.7% |
| 6M | +11.9% | -37.1% | +49.0% | +38.3% |
| YTD | +4.0% | -39.9% | +43.9% | +30.8% |
| 1Y | +1.0% | -44.4% | +45.5% | +32.8% |
| 3Y | +16.3% | -54.5% | +70.8% | +62.7% |
| 5Y | +17.7% | -69.1% | +86.8% | +102.1% |
| All | +17.7% | -69.4% | +87.1% | +102.1% |
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