-48.5%
APTV vs AVTR
-15.7%
-32.8%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.3% |
| 7D | -5.0% | +3.2% | -8.2% | -5.8% |
| 30D | -12.3% | +0.5% | -12.8% | -12.5% |
| 3M | -19.9% | +12.1% | -32.1% | -22.6% |
| 6M | -29.4% | +91.2% | -120.6% | -41.8% |
| YTD | -49.0% | +36.3% | -85.3% | -54.1% |
| 1Y | -53.1% | +35.2% | -88.3% | -57.7% |
| All | -48.5% | -15.7% | -32.8% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 3y: compounded portfolio wealth divided by compounded AVTR 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…
3y analysis · Full analysis span regression · 6 months rolling