-70.1%
APTV vs BB
-25.5%
-44.6%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.1% | -2.3% |
| 7D | -1.2% | +1.8% | -3.0% | -1.6% |
| 30D | -10.6% | -12.2% | +1.6% | -8.0% |
| 3M | -35.0% | -12.3% | -22.7% | -34.5% |
| 6M | -38.9% | +122.7% | -161.6% | -52.9% |
| YTD | -41.5% | +104.5% | -146.0% | -53.9% |
| 1Y | -45.8% | +106.7% | -152.5% | -57.9% |
| 3Y | -55.7% | +70.0% | -125.7% | -66.5% |
| 5Y | -70.1% | -27.8% | -42.3% | -72.3% |
| All | -70.1% | -25.5% | -44.6% | -72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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