+597.0%
XLI vs APTV
+180.9%
+416.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.6% | +4.1% | +0.9% |
| 7D | +1.0% | +2.0% | -1.0% | +0.3% |
| 30D | -5.8% | -7.7% | +1.9% | -3.6% |
| 3M | +0.7% | -34.0% | +34.7% | +13.2% |
| 6M | +3.2% | -37.1% | +40.3% | +16.4% |
| YTD | +13.0% | -39.9% | +52.9% | +28.8% |
| 1Y | +16.8% | -44.4% | +61.2% | +36.1% |
| 3Y | +72.4% | -54.5% | +126.9% | +106.0% |
| 5Y | +82.8% | -69.1% | +151.9% | +138.9% |
| 10Y | +252.4% | -20.0% | +272.4% | +203.6% |
| All | +597.0% | +180.9% | +416.0% | +240.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling