+82.2%
UBER vs APTV
-37.5%
+119.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.1% | -3.3% | -1.9% |
| 7D | -3.9% | +4.8% | -8.7% | -6.3% |
| 30D | +11.1% | +2.0% | +9.1% | +9.7% |
| 3M | +4.9% | -34.2% | +39.2% | +28.9% |
| 6M | -1.2% | -34.7% | +33.5% | +19.0% |
| YTD | -7.3% | -37.0% | +29.7% | +12.5% |
| 1Y | -17.6% | -40.4% | +22.8% | +2.6% |
| 3Y | +61.1% | -54.1% | +115.2% | +119.1% |
| 5Y | +87.9% | -68.0% | +155.9% | +213.6% |
| All | +82.2% | -37.5% | +119.7% | +55.2% |
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