+193.5%
APTV vs ACWI
+417.0%
-223.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +4.8% | +0.5% | +4.3% | +4.1% |
| 30D | +2.0% | +0.9% | +1.1% | +0.8% |
| 3M | -34.2% | +2.4% | -36.6% | -36.6% |
| 6M | -34.7% | +12.4% | -47.0% | -45.1% |
| YTD | -37.0% | +15.2% | -52.1% | -48.9% |
| 1Y | -40.4% | +22.7% | -63.1% | -55.9% |
| 3Y | -54.1% | +75.8% | -129.9% | -79.8% |
| 5Y | -68.0% | +67.7% | -135.7% | -84.3% |
| 10Y | -15.5% | +229.0% | -244.5% | -81.5% |
| All | +193.5% | +417.0% | -223.6% | -59.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling