-70.1%
APTV vs AEIS
+238.7%
-308.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.6% | -2.2% |
| 7D | -1.2% | +6.5% | -7.6% | -3.6% |
| 30D | -10.6% | -9.2% | -1.5% | -7.9% |
| 3M | -35.0% | -8.3% | -26.7% | -36.1% |
| 6M | -38.9% | -6.3% | -32.6% | -41.5% |
| YTD | -41.5% | +36.5% | -78.0% | -54.5% |
| 1Y | -45.8% | +84.8% | -130.6% | -64.7% |
| 3Y | -55.7% | +176.6% | -232.3% | -78.6% |
| 5Y | -70.1% | +237.1% | -307.2% | -88.1% |
| All | -70.1% | +238.7% | -308.9% | -88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 5y: compounded portfolio wealth divided by compounded AEIS 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…
5y analysis · Full analysis span regression · 6 months rolling