-52.0%
APTV vs ADVB
-77.7%
+25.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.2% | -7.7% | -3.4% |
| 7D | -10.2% | -13.9% | +3.7% | -10.4% |
| 30D | -10.8% | -68.1% | +57.3% | -12.0% |
| 3M | -14.8% | -73.4% | +58.6% | -16.0% |
| 6M | -30.6% | -70.8% | +40.2% | -32.5% |
| YTD | -48.2% | -66.1% | +17.9% | -48.6% |
| 1Y | -52.0% | -77.5% | +25.5% | -51.7% |
| All | -52.0% | -77.7% | +25.7% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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