-18.4%
APTV vs AEE
+191.1%
-209.6%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -5.0% | -0.8% | -4.3% | -4.8% |
| 30D | -6.1% | -2.9% | -3.1% | -5.3% |
| 3M | -33.0% | -2.4% | -30.6% | -32.7% |
| 6M | -35.2% | -2.7% | -32.5% | -35.0% |
| YTD | -40.1% | +7.3% | -47.4% | -41.8% |
| 1Y | -45.6% | +7.5% | -53.2% | -47.2% |
| 3Y | -54.4% | +46.2% | -100.6% | -60.7% |
| 5Y | -68.9% | +39.7% | -108.6% | -72.9% |
| All | -18.4% | +191.1% | -209.6% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling