+991.6%
WDC vs APTV
-69.9%
+1,061.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.7% | +3.7% | +2.2% |
| 7D | +7.5% | -1.2% | +8.6% | +7.8% |
| 30D | +10.1% | -10.6% | +20.7% | +15.2% |
| 3M | -6.8% | -35.0% | +28.2% | +10.5% |
| 6M | +84.1% | -38.9% | +123.0% | +121.8% |
| YTD | +180.3% | -41.5% | +221.8% | +243.0% |
| 1Y | +411.1% | -45.8% | +456.9% | +547.8% |
| 3Y | +1,375.0% | -55.7% | +1,430.7% | +1,866.0% |
| 5Y | +991.6% | -70.1% | +1,061.7% | +1,508.6% |
| All | +991.6% | -69.9% | +1,061.4% | +1,508.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling