+341.3%
QCOM vs APTV
+194.6%
+146.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -3.0% | -1.1% |
| 7D | +3.3% | +4.8% | -1.5% | +1.3% |
| 30D | +7.7% | +2.0% | +5.7% | +6.6% |
| 3M | -30.1% | -34.2% | +4.2% | -18.1% |
| 6M | +22.8% | -34.7% | +57.5% | +42.3% |
| YTD | +0.2% | -37.0% | +37.2% | +17.2% |
| 1Y | +7.9% | -40.4% | +48.3% | +28.9% |
| 3Y | +55.8% | -54.1% | +109.9% | +97.9% |
| 5Y | +30.1% | -68.0% | +98.1% | +85.7% |
| 10Y | +248.9% | -15.5% | +264.4% | +218.4% |
| All | +341.3% | +194.6% | +146.7% | +147.3% |
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