+294.9%
SCHW vs APTV
-16.1%
+311.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | 0.0% |
| 7D | -1.9% | -5.0% | +3.2% | -0.3% |
| 30D | -1.6% | -6.1% | +4.4% | +0.2% |
| 3M | +21.3% | -33.0% | +54.3% | +36.4% |
| 6M | +16.5% | -35.2% | +51.7% | +30.4% |
| YTD | +8.4% | -40.1% | +48.6% | +23.9% |
| 1Y | +15.6% | -45.6% | +61.2% | +36.2% |
| 3Y | +86.8% | -54.4% | +141.2% | +124.9% |
| 5Y | +60.5% | -68.9% | +129.4% | +115.7% |
| All | +294.9% | -16.1% | +311.0% | +288.0% |
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