+788.5%
XLK vs APTV
-16.1%
+804.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.7% | +1.4% |
| 7D | +0.2% | -5.0% | +5.2% | +1.7% |
| 30D | -0.6% | -6.1% | +5.4% | +1.1% |
| 3M | +2.6% | -33.0% | +35.5% | +14.9% |
| 6M | +34.0% | -35.2% | +69.2% | +50.3% |
| YTD | +30.7% | -40.1% | +70.8% | +49.6% |
| 1Y | +39.2% | -45.6% | +84.8% | +64.1% |
| 3Y | +120.4% | -54.4% | +174.8% | +164.2% |
| 5Y | +148.8% | -68.9% | +217.7% | +227.0% |
| All | +788.5% | -16.1% | +804.6% | +788.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling