-18.4%
APTV vs AGI
+392.3%
-410.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | -5.0% | -2.7% | -2.3% | -4.9% |
| 30D | -6.1% | +7.2% | -13.3% | -6.5% |
| 3M | -33.0% | +4.3% | -37.2% | -33.3% |
| 6M | -35.2% | -27.1% | -8.1% | -34.5% |
| YTD | -40.1% | -6.6% | -33.5% | -40.2% |
| 1Y | -45.6% | +9.5% | -55.1% | -46.1% |
| 3Y | -54.4% | +208.4% | -262.8% | -57.0% |
| 5Y | -68.9% | +401.6% | -470.5% | -71.2% |
| All | -18.4% | +392.3% | -410.8% | -19.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling