+25.4%
UAL vs APTV
-52.9%
+78.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.5% |
| 7D | +12.5% | -4.3% | +16.7% | +14.6% |
| 30D | +12.2% | -9.7% | +21.8% | +16.8% |
| 3M | -2.6% | -20.6% | +18.0% | +6.3% |
| 6M | +21.1% | -31.7% | +52.8% | +34.2% |
| YTD | +7.8% | -48.0% | +55.8% | +38.0% |
| 1Y | +25.4% | -52.1% | +77.5% | +71.5% |
| All | +25.4% | -52.9% | +78.3% | +71.5% |
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