+41.6%
TXN vs APTV
-39.9%
+81.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.1% | -1.2% | +1.1% |
| 7D | -0.1% | +4.8% | -4.9% | -1.1% |
| 30D | -6.9% | +2.0% | -8.9% | -7.4% |
| 3M | -14.9% | -34.2% | +19.3% | -6.2% |
| 6M | +29.0% | -34.7% | +63.7% | +43.3% |
| YTD | +51.5% | -37.0% | +88.5% | +65.4% |
| 1Y | +41.6% | -40.4% | +82.0% | +58.8% |
| All | +41.6% | -39.9% | +81.5% | +58.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling