+2,469.9%
APO vs APTV
+138.1%
+2,331.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | +5.8% | -1.7% | +7.5% | +6.6% |
| 30D | +8.9% | -11.6% | +20.5% | +14.8% |
| 3M | -13.6% | -21.2% | +7.5% | -4.8% |
| 6M | -5.4% | -28.5% | +23.1% | +5.7% |
| YTD | -13.6% | -49.1% | +35.4% | +10.8% |
| 1Y | -2.5% | -52.2% | +49.7% | +28.3% |
| 3Y | +50.9% | -48.6% | +99.5% | +82.9% |
| 5Y | +81.4% | -77.3% | +158.7% | +207.3% |
| 10Y | +843.9% | -26.9% | +870.8% | +769.6% |
| All | +2,469.9% | +138.1% | +2,331.8% | +1,192.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling