-54.4%
APTV vs AZO
+10.0%
-64.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.3% |
| 7D | -5.0% | -3.6% | -1.5% | -4.8% |
| 30D | -6.1% | -5.6% | -0.5% | -5.7% |
| 3M | -33.0% | -6.6% | -26.3% | -32.7% |
| 6M | -35.2% | -22.5% | -12.7% | -34.0% |
| YTD | -40.1% | -15.2% | -25.0% | -39.4% |
| 1Y | -45.6% | -33.9% | -11.7% | -43.7% |
| 3Y | -54.4% | +11.8% | -66.2% | -56.1% |
| All | -54.4% | +10.0% | -64.4% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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