+193.5%
APTV vs A
+522.9%
-329.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.5% | +2.7% |
| 7D | +4.8% | -1.9% | +6.7% | +6.0% |
| 30D | +2.0% | +6.9% | -4.9% | -2.3% |
| 3M | -34.2% | +9.2% | -43.5% | -38.0% |
| 6M | -34.7% | +25.7% | -60.3% | -44.4% |
| YTD | -37.0% | +11.5% | -48.5% | -42.2% |
| 1Y | -40.4% | +18.4% | -58.8% | -47.7% |
| 3Y | -54.1% | +26.6% | -80.7% | -62.4% |
| 5Y | -68.0% | -12.8% | -55.2% | -67.5% |
| 10Y | -15.5% | +247.2% | -262.7% | -62.5% |
| All | +193.5% | +522.9% | -329.4% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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