+332.6%
QCOM vs APTV
+142.3%
+190.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.5% | +9.0% | +6.9% |
| 7D | +0.4% | -10.2% | +10.6% | +4.7% |
| 30D | -6.6% | -10.8% | +4.2% | -2.3% |
| 3M | +3.7% | -14.8% | +18.5% | +10.0% |
| 6M | -13.3% | -30.6% | +17.2% | -1.7% |
| YTD | -1.8% | -48.2% | +46.4% | +23.8% |
| 1Y | -2.5% | -52.0% | +49.5% | +26.7% |
| 3Y | +47.0% | -47.0% | +94.0% | +76.1% |
| 5Y | +13.1% | -77.5% | +90.6% | +85.4% |
| 10Y | +224.7% | -27.0% | +251.6% | +214.2% |
| All | +332.6% | +142.3% | +190.3% | +161.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling