+36.6%
ORLY vs APTV
-55.4%
+92.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -2.4% | -5.0% | +2.7% | -2.3% |
| 30D | -6.8% | -6.1% | -0.7% | -6.7% |
| 3M | -4.8% | -33.0% | +28.2% | -4.3% |
| 6M | -9.1% | -35.2% | +26.2% | -8.7% |
| YTD | -5.9% | -40.1% | +34.2% | -5.4% |
| 1Y | -20.4% | -45.6% | +25.2% | -19.9% |
| 3Y | +36.6% | -54.4% | +90.9% | +42.6% |
| All | +36.6% | -55.4% | +92.0% | +42.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling