+154.8%
SO vs APTV
-15.8%
+170.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.7% | -3.3% | -0.9% |
| 7D | -1.1% | -1.8% | +0.7% | -1.0% |
| 30D | -3.7% | -7.9% | +4.2% | -3.1% |
| 3M | -5.9% | -29.9% | +24.0% | -3.3% |
| 6M | -7.3% | -36.6% | +29.2% | -4.3% |
| YTD | +3.1% | -40.0% | +43.1% | +6.9% |
| 1Y | -1.0% | -44.0% | +43.0% | +3.2% |
| 3Y | +43.2% | -54.5% | +97.8% | +50.8% |
| 5Y | +59.1% | -68.8% | +127.9% | +71.6% |
| All | +154.8% | -15.8% | +170.6% | +148.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling