-45.7%
APTV vs AHR
+357.7%
-403.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.1% | -2.4% |
| 7D | -1.2% | -4.3% | +3.2% | -0.3% |
| 30D | -10.6% | -3.1% | -7.6% | -10.2% |
| 3M | -35.0% | +15.7% | -50.7% | -36.9% |
| 6M | -38.9% | +4.1% | -43.0% | -39.4% |
| YTD | -41.5% | +15.4% | -56.9% | -43.5% |
| 1Y | -45.8% | +28.0% | -73.8% | -49.3% |
| All | -45.7% | +357.7% | -403.4% | -65.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling