-51.7%
APTV vs ADVB
-74.4%
+22.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.5% | -2.3% | +1.2% |
| 7D | -9.8% | -1.2% | -8.6% | -9.8% |
| 30D | -8.9% | -61.4% | +52.5% | -9.8% |
| 3M | -19.5% | -67.8% | +48.4% | -20.4% |
| 6M | -31.1% | -66.9% | +35.8% | -32.9% |
| YTD | -47.5% | -64.9% | +17.3% | -47.9% |
| All | -51.7% | -74.4% | +22.7% | -51.3% |
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