-46.5%
APTV vs AU
+42.5%
-89.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +8.0% | -3.3% | +3.3% |
| 7D | -1.9% | +0.8% | -2.6% | -2.1% |
| 30D | -1.4% | -7.0% | +5.5% | -0.5% |
| 3M | -9.3% | +8.5% | -17.9% | -11.3% |
| 6M | -27.3% | -1.3% | -26.1% | -28.0% |
| YTD | -43.1% | +6.8% | -49.9% | -44.9% |
| 1Y | -46.5% | +44.6% | -91.1% | -50.8% |
| All | -46.5% | +42.5% | -89.0% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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