+41.3%
SBUX vs APTV
-46.4%
+87.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.6% | +0.1% | +4.2% |
| 7D | +6.3% | -1.9% | +8.2% | +6.4% |
| 30D | +16.2% | -1.4% | +17.6% | +16.3% |
| 3M | +5.1% | -9.3% | +14.5% | +6.0% |
| 6M | +5.7% | -27.3% | +33.1% | +7.7% |
| YTD | +32.6% | -43.1% | +75.8% | +40.3% |
| 1Y | +41.3% | -46.5% | +87.8% | +54.6% |
| All | +41.3% | -46.4% | +87.7% | +54.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling