-51.7%
APTV vs ACWI
+12.9%
-64.5%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.6% | -1.4% | -1.8% |
| 7D | -9.8% | +0.3% | -10.1% | -10.0% |
| 30D | -8.9% | -2.8% | -6.1% | -5.8% |
| 3M | -19.5% | -3.2% | -16.3% | -16.4% |
| 6M | -31.1% | +1.3% | -32.4% | -32.2% |
| YTD | -47.5% | +11.2% | -58.8% | -54.3% |
| All | -51.7% | +12.9% | -64.5% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling