+285.2%
APH vs APTV
-77.5%
+362.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.6% | -1.7% |
| 7D | +4.9% | -1.7% | +6.6% | +5.5% |
| 30D | -5.4% | -11.6% | +6.2% | -2.0% |
| 3M | -5.5% | -21.2% | +15.7% | +1.5% |
| 6M | +25.9% | -28.5% | +54.4% | +37.2% |
| YTD | +16.4% | -49.1% | +65.4% | +40.6% |
| 1Y | +16.5% | -52.2% | +68.7% | +43.7% |
| 3Y | +270.9% | -48.6% | +319.5% | +326.3% |
| All | +285.2% | -77.5% | +362.7% | +488.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling