-46.9%
APTV vs AVTR
+6.1%
-53.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.2% |
| 7D | -5.0% | +3.2% | -8.2% | -6.3% |
| 30D | -12.3% | +0.5% | -12.8% | -12.7% |
| 3M | -19.9% | +12.1% | -32.1% | -24.3% |
| 6M | -29.4% | +91.2% | -120.6% | -48.3% |
| YTD | -49.0% | +36.3% | -85.3% | -57.1% |
| 1Y | -53.1% | +35.2% | -88.3% | -60.5% |
| 3Y | -48.9% | -15.8% | -33.0% | -51.2% |
| 5Y | -77.2% | -58.9% | -18.3% | -68.9% |
| All | -46.9% | +6.1% | -53.0% | -62.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling