-44.4%
APTV vs AFRM
-17.6%
-26.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.3% | -4.6% |
| 7D | +2.0% | +3.1% | -1.1% | +1.4% |
| 30D | -7.7% | -4.2% | -3.5% | -7.2% |
| 3M | -34.0% | +10.1% | -44.1% | -35.8% |
| 6M | -37.1% | +39.4% | -76.5% | -42.3% |
| YTD | -39.9% | -3.2% | -36.7% | -41.5% |
| 1Y | -44.4% | -16.1% | -28.4% | -46.8% |
| All | -44.4% | -17.6% | -26.9% | -46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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