+948.3%
APH vs APTV
-27.3%
+975.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.9% |
| 7D | +11.1% | -5.0% | +16.1% | +13.0% |
| 30D | -7.3% | -12.3% | +5.0% | -3.3% |
| 3M | -6.2% | -19.9% | +13.8% | +0.8% |
| 6M | +24.9% | -29.4% | +54.3% | +37.8% |
| YTD | +18.4% | -49.0% | +67.4% | +45.1% |
| 1Y | +13.0% | -53.1% | +66.1% | +42.5% |
| 3Y | +276.4% | -48.9% | +325.3% | +340.7% |
| 5Y | +296.4% | -77.2% | +373.7% | +502.1% |
| All | +948.3% | -27.3% | +975.6% | +1,007.7% |
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