+137.4%
VIAV vs APD
+26.3%
+111.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -1.2% | +12.3% | +11.5% |
| 7D | +11.3% | -2.5% | +13.8% | +12.1% |
| 30D | -1.0% | -1.9% | +0.9% | -0.7% |
| 3M | -20.5% | +8.2% | -28.7% | -23.0% |
| 6M | +39.0% | +10.7% | +28.2% | +33.8% |
| YTD | +117.5% | +22.9% | +94.5% | +102.2% |
| 1Y | +233.8% | +5.8% | +228.0% | +224.9% |
| 3Y | +295.4% | +7.8% | +287.6% | +276.4% |
| All | +137.4% | +26.3% | +111.2% | +86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 5y: compounded portfolio wealth divided by compounded APD 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…
5y analysis · Full analysis span regression · 6 months rolling