-45.6%
APTV vs AU
+72.0%
-117.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -5.0% | -4.3% | -0.8% | -4.5% |
| 30D | -6.1% | +7.3% | -13.4% | -7.3% |
| 3M | -33.0% | +26.3% | -59.3% | -35.5% |
| 6M | -35.2% | +1.8% | -37.0% | -36.7% |
| YTD | -40.1% | +26.8% | -67.0% | -42.4% |
| 1Y | -45.6% | +66.7% | -112.3% | -49.4% |
| All | -45.6% | +72.0% | -117.6% | -49.4% |
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