-53.5%
APTV vs AS
+125.3%
-178.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.3% | -0.8% |
| 7D | -5.0% | -3.6% | -1.4% | -4.1% |
| 30D | -12.3% | +3.4% | -15.7% | -13.1% |
| 3M | -19.9% | -8.6% | -11.3% | -18.2% |
| 6M | -29.4% | -10.0% | -19.3% | -27.7% |
| YTD | -49.0% | -19.2% | -29.8% | -46.7% |
| 1Y | -53.1% | -3.8% | -49.3% | -53.0% |
| All | -53.5% | +125.3% | -178.8% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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