-38.4%
APTV vs ACI
+17.4%
-55.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.3% | +3.9% | +2.8% |
| 7D | -1.8% | -7.1% | +5.3% | -0.9% |
| 30D | -7.9% | -4.5% | -3.4% | -7.4% |
| 3M | -29.9% | -22.3% | -7.6% | -27.9% |
| 6M | -36.6% | -28.4% | -8.2% | -34.2% |
| YTD | -40.0% | -29.5% | -10.4% | -37.7% |
| 1Y | -44.0% | -34.2% | -9.8% | -41.5% |
| 3Y | -54.5% | -45.7% | -8.9% | -51.5% |
| 5Y | -68.8% | -40.8% | -28.0% | -67.4% |
| All | -38.4% | +17.4% | -55.7% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling