-3.5%
APA vs APTV
-18.0%
+14.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.7% | +5.6% | +4.3% |
| 7D | +0.3% | -1.2% | +1.5% | +0.6% |
| 30D | +9.3% | -10.6% | +20.0% | +15.1% |
| 3M | +23.3% | -35.0% | +58.3% | +49.9% |
| 6M | +39.5% | -38.9% | +78.4% | +69.3% |
| YTD | +87.6% | -41.5% | +129.1% | +131.1% |
| 1Y | +114.2% | -45.8% | +160.0% | +173.4% |
| 3Y | +13.6% | -55.7% | +69.3% | +52.9% |
| 5Y | +175.6% | -70.1% | +245.7% | +345.6% |
| All | -3.5% | -18.0% | +14.5% | -1.1% |
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 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