-4.1%
APA vs APTV
-15.8%
+11.7%
-93.5%
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 | -0.7% | +2.7% | -3.3% | -2.0% |
| 7D | +0.8% | -1.8% | +2.6% | +1.4% |
| 30D | +9.6% | -7.9% | +17.5% | +13.6% |
| 3M | +18.0% | -29.9% | +47.9% | +38.1% |
| 6M | +41.9% | -36.6% | +78.5% | +68.8% |
| YTD | +86.3% | -40.0% | +126.3% | +126.4% |
| 1Y | +97.9% | -44.0% | +141.9% | +148.3% |
| 3Y | +12.8% | -54.5% | +67.3% | +49.8% |
| 5Y | +177.2% | -68.8% | +246.0% | +337.2% |
| All | -4.1% | -15.8% | +11.7% | -3.1% |
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