-70.1%
APTV vs AVTR
-64.4%
-5.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.2% | -1.9% |
| 7D | -1.2% | +1.6% | -2.7% | -1.7% |
| 30D | -10.6% | +8.4% | -19.0% | -13.1% |
| 3M | -35.0% | +50.2% | -85.2% | -44.2% |
| 6M | -38.9% | +82.6% | -121.5% | -51.3% |
| YTD | -41.5% | +29.8% | -71.3% | -47.7% |
| 1Y | -45.8% | +16.0% | -61.8% | -50.9% |
| 3Y | -55.7% | -26.4% | -29.3% | -54.8% |
| 5Y | -70.1% | -64.5% | -5.7% | -62.1% |
| All | -70.1% | -64.4% | -5.7% | -62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling