-25.3%
APTV vs ARWR
+1,013.6%
-1,039.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -4.3% | -17.7% | +13.4% | -1.5% |
| 30D | -9.7% | -21.9% | +12.3% | -6.3% |
| 3M | -20.6% | -44.5% | +24.0% | -13.2% |
| 6M | -31.7% | -32.6% | +0.9% | -28.3% |
| YTD | -48.0% | -26.2% | -21.8% | -46.5% |
| 1Y | -52.1% | +23.0% | -75.0% | -55.1% |
| 3Y | -47.9% | +81.8% | -129.6% | -57.2% |
| 5Y | -76.9% | -36.0% | -40.9% | -78.8% |
| All | -25.3% | +1,013.6% | -1,039.0% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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