+33.4%
UBER vs APTV
-48.7%
+82.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +1.6% | -1.7% | +3.4% | +2.1% |
| 30D | +0.6% | -11.6% | +12.2% | +3.8% |
| 3M | -8.2% | -21.2% | +13.0% | -2.5% |
| 6M | -6.7% | -28.5% | +21.8% | -0.8% |
| YTD | -14.7% | -49.1% | +34.4% | -0.5% |
| 1Y | -24.1% | -52.2% | +28.1% | -9.6% |
| 3Y | +33.4% | -48.6% | +82.0% | +49.4% |
| All | +33.4% | -48.7% | +82.1% | +49.4% |
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