+262.1%
APH vs APTV
-49.5%
+311.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -3.5% | +7.6% | +5.0% |
| 7D | -5.9% | -10.2% | +4.3% | -3.5% |
| 30D | -14.8% | -10.8% | -4.0% | -12.5% |
| 3M | -12.4% | -14.8% | +2.4% | -9.2% |
| 6M | +8.1% | -30.6% | +38.6% | +16.9% |
| YTD | +10.9% | -48.2% | +59.1% | +29.0% |
| 1Y | +8.8% | -52.0% | +60.7% | +29.1% |
| 3Y | +262.1% | -47.0% | +309.1% | +295.6% |
| All | +262.1% | -49.5% | +311.6% | +295.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling