+263.7%
QCOM vs APTV
-19.3%
+283.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.6% | +7.8% | +5.0% |
| 7D | +5.1% | +2.0% | +3.1% | +4.0% |
| 30D | +4.3% | -7.7% | +12.0% | +7.3% |
| 3M | -19.6% | -34.0% | +14.4% | -6.1% |
| 6M | +29.5% | -37.1% | +66.6% | +52.6% |
| YTD | +3.4% | -39.9% | +43.3% | +23.6% |
| 1Y | +10.9% | -44.4% | +55.3% | +36.8% |
| 3Y | +74.8% | -54.5% | +129.3% | +123.4% |
| 5Y | +36.2% | -69.1% | +105.3% | +98.5% |
| 10Y | +263.7% | -20.0% | +283.7% | +274.2% |
| All | +263.7% | -19.3% | +283.0% | +274.2% |
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