+41.8%
TGT vs APTV
-55.4%
+97.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -5.2% | -5.0% | -0.2% | -3.8% |
| 30D | +1.2% | -6.1% | +7.3% | +2.9% |
| 3M | +18.4% | -33.0% | +51.4% | +32.1% |
| 6M | +33.4% | -35.2% | +68.7% | +49.0% |
| YTD | +63.8% | -40.1% | +104.0% | +86.6% |
| 1Y | +77.2% | -45.6% | +122.8% | +108.6% |
| 3Y | +41.8% | -54.4% | +96.1% | +64.1% |
| All | +41.8% | -55.4% | +97.2% | +64.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling