+119.9%
XRT vs APTV
-15.8%
+135.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.7% | -3.4% | -1.8% |
| 7D | -3.6% | -1.8% | -1.8% | -3.0% |
| 30D | -6.7% | -7.9% | +1.2% | -3.9% |
| 3M | -1.4% | -29.9% | +28.5% | +11.6% |
| 6M | +1.7% | -36.6% | +38.3% | +17.9% |
| YTD | -1.5% | -40.0% | +38.5% | +16.1% |
| 1Y | -2.5% | -44.0% | +41.5% | +18.0% |
| 3Y | +39.9% | -54.5% | +94.4% | +76.7% |
| 5Y | -2.6% | -68.8% | +66.2% | +38.3% |
| All | +119.9% | -15.8% | +135.8% | +115.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling