+1,725.3%
V vs APTV
+194.6%
+1,530.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.1% | -4.0% | -1.8% |
| 7D | -1.7% | +4.8% | -6.5% | -3.0% |
| 30D | +2.0% | +2.0% | 0.0% | +1.1% |
| 3M | +17.4% | -34.2% | +51.6% | +30.2% |
| 6M | +17.5% | -34.7% | +52.2% | +29.2% |
| YTD | +7.6% | -37.0% | +44.6% | +18.9% |
| 1Y | +7.7% | -40.4% | +48.1% | +20.6% |
| 3Y | +54.7% | -54.1% | +108.8% | +80.2% |
| 5Y | +73.0% | -68.0% | +141.1% | +118.2% |
| 10Y | +390.9% | -15.5% | +406.4% | +301.4% |
| All | +1,725.3% | +194.6% | +1,530.7% | +930.9% |
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