-44.4%
APTV vs AS
-22.5%
-21.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.8% | -1.8% | -3.8% |
| 7D | +2.0% | -2.6% | +4.6% | +2.8% |
| 30D | -7.7% | -22.1% | +14.4% | -0.6% |
| 3M | -34.0% | -15.3% | -18.7% | -30.8% |
| 6M | -37.1% | -15.6% | -21.5% | -34.5% |
| YTD | -39.9% | -23.2% | -16.7% | -36.0% |
| 1Y | -44.4% | -21.7% | -22.7% | -39.9% |
| All | -44.4% | -22.5% | -21.9% | -39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling