-28.3%
APTV vs ARWR
+1,024.2%
-1,052.6%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.4% |
| 7D | -1.7% | -17.8% | +16.1% | +1.1% |
| 30D | -11.6% | -18.1% | +6.6% | -9.0% |
| 3M | -21.2% | -44.2% | +23.0% | -14.0% |
| 6M | -28.5% | -38.6% | +10.1% | -23.8% |
| YTD | -49.1% | -28.0% | -21.0% | -47.4% |
| 1Y | -52.2% | +16.1% | -68.3% | -54.7% |
| 3Y | -48.6% | +84.0% | -132.6% | -57.8% |
| 5Y | -77.3% | -35.4% | -41.9% | -79.1% |
| All | -28.3% | +1,024.2% | -1,052.6% | -51.1% |
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