+141.4%
APTV vs ACWI
+386.6%
-245.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.4% | -3.4% |
| 7D | -10.2% | -2.4% | -7.9% | -7.0% |
| 30D | -10.8% | -5.2% | -5.6% | -3.6% |
| 3M | -14.8% | -4.8% | -10.0% | -8.4% |
| 6M | -30.6% | -1.3% | -29.3% | -29.3% |
| YTD | -48.2% | +8.4% | -56.6% | -54.1% |
| 1Y | -52.0% | +11.0% | -63.0% | -58.9% |
| 3Y | -47.0% | +70.6% | -117.6% | -75.5% |
| 5Y | -77.5% | +55.3% | -132.8% | -87.6% |
| 10Y | -27.0% | +223.2% | -250.1% | -83.5% |
| All | +141.4% | +386.6% | -245.3% | -63.5% |
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 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