-28.2%
APTV vs AR
+57.2%
-85.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.8% |
| 7D | -5.0% | +6.4% | -11.4% | -6.0% |
| 30D | -12.3% | +3.1% | -15.4% | -13.0% |
| 3M | -19.9% | +3.3% | -23.2% | -20.7% |
| 6M | -29.4% | +6.6% | -35.9% | -30.7% |
| YTD | -49.0% | +12.3% | -61.3% | -50.9% |
| 1Y | -53.1% | +12.3% | -65.4% | -54.9% |
| 3Y | -48.9% | +50.4% | -99.3% | -54.4% |
| 5Y | -77.2% | +101.0% | -178.2% | -81.3% |
| All | -28.2% | +57.2% | -85.5% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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