+179.9%
APTV vs AGI
+157.4%
+22.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.4% | -3.2% | -4.6% |
| 7D | +2.0% | +4.4% | -2.4% | +1.8% |
| 30D | -7.7% | +10.0% | -17.7% | -8.1% |
| 3M | -34.0% | +1.7% | -35.7% | -34.1% |
| 6M | -37.1% | -26.8% | -10.3% | -36.5% |
| YTD | -39.9% | -5.3% | -34.6% | -40.0% |
| 1Y | -44.4% | +11.5% | -55.9% | -44.9% |
| 3Y | -54.5% | +212.9% | -267.4% | -56.6% |
| 5Y | -69.1% | +388.8% | -457.9% | -71.0% |
| 10Y | -20.0% | +383.6% | -403.6% | -23.9% |
| All | +179.9% | +157.4% | +22.5% | +157.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling