+815.8%
WDC vs APTV
-48.7%
+864.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.9% | -0.1% |
| 7D | +16.3% | -5.0% | +21.3% | +18.3% |
| 30D | -18.3% | -12.3% | -5.9% | -14.5% |
| 3M | -31.4% | -19.9% | -11.5% | -26.1% |
| 6M | -36.3% | -29.4% | -6.9% | -28.9% |
| YTD | +80.8% | -49.0% | +129.8% | +124.5% |
| 1Y | +87.7% | -53.1% | +140.8% | +140.6% |
| All | +815.8% | -48.7% | +864.4% | +976.5% |
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 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