-48.6%
APTV vs AFRM
+192.6%
-241.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +1.0% | 0.0% |
| 7D | -1.7% | -4.4% | +2.7% | -1.0% |
| 30D | -11.6% | -7.7% | -3.9% | -10.3% |
| 3M | -21.2% | -16.9% | -4.3% | -18.9% |
| 6M | -28.5% | +2.5% | -31.0% | -29.7% |
| YTD | -49.1% | -12.5% | -36.6% | -49.1% |
| 1Y | -52.2% | -11.0% | -41.2% | -52.4% |
| 3Y | -48.6% | +184.6% | -233.2% | -59.2% |
| All | -48.6% | +192.6% | -241.3% | -59.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling