+333.0%
APP vs APTV
-67.9%
+400.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.1% | -0.8% | +0.3% |
| 7D | +0.9% | +4.8% | -3.9% | -2.1% |
| 30D | -23.3% | +2.0% | -25.3% | -24.3% |
| 3M | -42.6% | -34.2% | -8.4% | -26.7% |
| 6M | -33.6% | -34.7% | +1.1% | -16.6% |
| YTD | -52.4% | -37.0% | -15.4% | -38.8% |
| 1Y | -35.9% | -40.4% | +4.5% | -14.8% |
| 3Y | +642.2% | -54.1% | +696.3% | +1,022.0% |
| All | +333.0% | -67.9% | +400.8% | +680.9% |
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