+88.8%
APA vs APTV
-39.9%
+128.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.1% | -6.2% | -3.0% |
| 7D | +0.5% | +4.8% | -4.3% | +0.8% |
| 30D | +23.4% | +2.0% | +21.4% | +23.6% |
| 3M | +12.7% | -34.2% | +46.9% | +10.2% |
| 6M | +39.4% | -34.7% | +74.1% | +44.6% |
| YTD | +79.0% | -37.0% | +115.9% | +86.9% |
| 1Y | +88.8% | -40.4% | +129.2% | +98.2% |
| All | +88.8% | -39.9% | +128.7% | +98.2% |
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