+172.4%
APTV vs AU
+192.7%
-20.3%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -2.7% |
| 7D | -1.2% | +0.6% | -1.8% | -1.2% |
| 30D | -10.6% | +12.3% | -22.9% | -11.3% |
| 3M | -35.0% | +29.4% | -64.4% | -36.0% |
| 6M | -38.9% | +3.2% | -42.1% | -39.3% |
| YTD | -41.5% | +31.8% | -73.3% | -42.7% |
| 1Y | -45.8% | +83.4% | -129.2% | -47.8% |
| 3Y | -55.7% | +623.1% | -678.8% | -60.7% |
| 5Y | -70.1% | +700.5% | -770.6% | -73.9% |
| 10Y | -19.1% | +717.6% | -736.7% | -29.5% |
| All | +172.4% | +192.7% | -20.3% | +198.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling