-19.1%
APTV vs ARWR
+978.7%
-997.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.9% | +0.2% | -2.2% |
| 7D | -1.2% | -3.2% | +2.1% | -0.6% |
| 30D | -10.6% | -6.5% | -4.2% | -9.7% |
| 3M | -35.0% | +12.7% | -47.7% | -36.7% |
| 6M | -38.9% | +36.2% | -75.1% | -42.5% |
| YTD | -41.5% | +24.5% | -66.0% | -44.4% |
| 1Y | -45.8% | +198.0% | -243.8% | -55.9% |
| 3Y | -55.7% | +176.4% | -232.1% | -65.9% |
| 5Y | -70.1% | +26.6% | -96.7% | -75.2% |
| 10Y | -19.1% | +1,054.1% | -1,073.1% | -48.0% |
| All | -19.1% | +978.7% | -997.8% | -48.0% |
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