+3.5%
SNOW vs APTV
-69.7%
+73.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.7% | -3.2% | -1.9% |
| 7D | -7.5% | -1.8% | -5.7% | -6.9% |
| 30D | -1.3% | -7.9% | +6.6% | +2.7% |
| 3M | +37.4% | -29.9% | +67.4% | +61.0% |
| 6M | +88.1% | -36.6% | +124.7% | +127.2% |
| YTD | +50.3% | -40.0% | +90.3% | +85.4% |
| 1Y | +46.0% | -44.0% | +90.0% | +86.7% |
| 3Y | +98.7% | -54.5% | +153.2% | +176.4% |
| 5Y | +3.5% | -68.8% | +72.3% | +93.6% |
| All | +3.5% | -69.7% | +73.2% | +93.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling