+3,480.3%
SOXX vs APTV
+180.7%
+3,299.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.7% | -5.4% | -3.9% |
| 7D | +3.0% | -1.8% | +4.8% | +3.7% |
| 30D | -3.1% | -7.9% | +4.8% | +0.2% |
| 3M | -4.4% | -29.9% | +25.5% | +10.4% |
| 6M | +52.9% | -36.6% | +89.5% | +82.6% |
| YTD | +72.0% | -40.0% | +112.0% | +109.2% |
| 1Y | +105.1% | -44.0% | +149.1% | +157.4% |
| 3Y | +220.6% | -54.5% | +275.1% | +322.7% |
| 5Y | +244.8% | -68.8% | +313.6% | +426.0% |
| 10Y | +1,537.1% | -16.9% | +1,554.1% | +1,373.1% |
| All | +3,480.3% | +180.7% | +3,299.6% | +1,565.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling