+269.0%
RTX vs APTV
-26.5%
+295.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +1.4% | -8.9% | +10.3% | +4.2% |
| 30D | +7.8% | -9.5% | +17.3% | +10.8% |
| 3M | -9.8% | -20.6% | +10.8% | -4.0% |
| 6M | +13.5% | -28.9% | +42.4% | +22.2% |
| YTD | +10.9% | -48.2% | +59.2% | +30.1% |
| 1Y | +14.0% | -51.7% | +65.7% | +36.4% |
| 3Y | +159.9% | -48.1% | +208.0% | +187.9% |
| 5Y | +151.7% | -76.7% | +228.3% | +261.5% |
| 10Y | +269.0% | -25.6% | +294.6% | +233.7% |
| All | +269.0% | -26.5% | +295.5% | +233.7% |
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