-54.5%
APTV vs ARWR
+181.4%
-235.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.4% | -3.2% | -4.4% |
| 7D | +2.0% | +2.9% | -0.9% | +1.5% |
| 30D | -7.7% | -2.9% | -4.8% | -7.3% |
| 3M | -34.0% | +15.2% | -49.2% | -35.9% |
| 6M | -37.1% | +42.3% | -79.4% | -41.2% |
| YTD | -39.9% | +28.2% | -68.1% | -43.1% |
| 1Y | -44.4% | +213.2% | -257.7% | -55.3% |
| 3Y | -54.5% | +184.6% | -239.1% | -67.4% |
| All | -54.5% | +181.4% | -235.8% | -67.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling