+172.4%
APTV vs AZO
+777.9%
-605.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.4% | -1.3% | -2.1% |
| 7D | -1.2% | -0.8% | -0.4% | -0.8% |
| 30D | -10.6% | -5.1% | -5.5% | -8.7% |
| 3M | -35.0% | -7.2% | -27.8% | -33.4% |
| 6M | -38.9% | -20.7% | -18.2% | -33.4% |
| YTD | -41.5% | -14.2% | -27.3% | -38.8% |
| 1Y | -45.8% | -32.2% | -13.6% | -37.3% |
| 3Y | -55.7% | +11.1% | -66.8% | -60.7% |
| 5Y | -70.1% | +87.6% | -157.7% | -80.0% |
| 10Y | -19.1% | +302.9% | -322.0% | -61.7% |
| All | +172.4% | +777.9% | -605.5% | -5.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling