+2,425.7%
APO vs APTV
+138.4%
+2,287.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -0.7% |
| 7D | +3.5% | -5.0% | +8.5% | +5.7% |
| 30D | +4.4% | -12.3% | +16.7% | +10.4% |
| 3M | -12.1% | -19.9% | +7.9% | -3.7% |
| 6M | -7.2% | -29.4% | +22.1% | +4.2% |
| YTD | -15.1% | -49.0% | +33.9% | +8.8% |
| 1Y | -7.7% | -53.1% | +45.4% | +22.6% |
| 3Y | +49.6% | -48.9% | +98.5% | +81.8% |
| 5Y | +78.3% | -77.2% | +155.5% | +201.8% |
| 10Y | +827.7% | -26.8% | +854.5% | +754.2% |
| All | +2,425.7% | +138.4% | +2,287.3% | +1,169.1% |
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