-44.5%
APTV vs AHR
+356.1%
-400.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.2% |
| 7D | -5.0% | -2.1% | -2.9% | -4.6% |
| 30D | -6.1% | +1.9% | -7.9% | -6.5% |
| 3M | -33.0% | +15.7% | -48.6% | -34.9% |
| 6M | -35.2% | +2.5% | -37.8% | -35.5% |
| YTD | -40.1% | +15.0% | -55.2% | -42.1% |
| 1Y | -45.6% | +28.1% | -73.7% | -49.1% |
| All | -44.5% | +356.1% | -400.6% | -64.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling