-46.5%
APTV vs AGI
-1.1%
-45.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +10.8% | -6.1% | +2.7% |
| 7D | -1.9% | -5.3% | +3.4% | -1.2% |
| 30D | -1.4% | -7.1% | +5.7% | -0.5% |
| 3M | -9.3% | +4.4% | -13.8% | -10.7% |
| 6M | -27.3% | -23.0% | -4.3% | -24.9% |
| YTD | -43.1% | -22.0% | -21.1% | -43.0% |
| 1Y | -46.5% | +0.3% | -46.8% | -50.8% |
| All | -46.5% | -1.1% | -45.4% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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