+132.1%
APO vs APTV
-69.7%
+201.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.7% | -5.0% | -3.4% |
| 7D | -4.9% | -1.8% | -3.1% | -4.3% |
| 30D | -8.4% | -7.9% | -0.5% | -5.5% |
| 3M | -2.1% | -29.9% | +27.9% | +11.6% |
| 6M | +19.2% | -36.6% | +55.8% | +39.3% |
| YTD | -10.5% | -40.0% | +29.4% | +6.8% |
| 1Y | -2.7% | -44.0% | +41.3% | +19.6% |
| 3Y | +52.5% | -54.5% | +107.0% | +97.6% |
| 5Y | +132.1% | -68.8% | +200.9% | +247.4% |
| All | +132.1% | -69.7% | +201.7% | +247.4% |
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