+39.2%
XLK vs APTV
-44.8%
+84.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.7% | +1.4% |
| 7D | +0.2% | -5.0% | +5.2% | +1.0% |
| 30D | -0.6% | -6.1% | +5.4% | +0.3% |
| 3M | +2.6% | -33.0% | +35.5% | +10.4% |
| 6M | +34.0% | -35.2% | +69.2% | +44.5% |
| YTD | +30.7% | -40.1% | +70.8% | +41.9% |
| 1Y | +39.2% | -45.6% | +84.8% | +56.5% |
| All | +39.2% | -44.8% | +84.0% | +56.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling