-46.5%
APTV vs AHR
+26.3%
-72.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.6% | +2.0% | +4.6% |
| 7D | -1.9% | +9.5% | -11.3% | -2.1% |
| 30D | -1.4% | +11.7% | -13.1% | -1.7% |
| 3M | -9.3% | +4.0% | -13.3% | -9.5% |
| 6M | -27.3% | +13.5% | -40.9% | -26.5% |
| YTD | -43.1% | +21.6% | -64.7% | -42.4% |
| 1Y | -46.5% | +25.1% | -71.6% | -45.8% |
| All | -46.5% | +26.3% | -72.8% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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