-69.1%
APTV vs AR
+140.6%
-209.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.8% | -3.8% | -4.5% |
| 7D | +2.0% | -1.8% | +3.8% | +2.3% |
| 30D | -7.7% | +12.6% | -20.3% | -10.0% |
| 3M | -34.0% | +10.0% | -44.0% | -35.5% |
| 6M | -37.1% | +0.6% | -37.7% | -37.7% |
| YTD | -39.9% | +13.4% | -53.3% | -42.4% |
| 1Y | -44.4% | +21.7% | -66.1% | -48.0% |
| 3Y | -54.5% | +45.8% | -100.3% | -60.5% |
| 5Y | -69.1% | +144.3% | -213.4% | -77.0% |
| All | -69.1% | +140.6% | -209.8% | -77.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling