-48.5%
APTV vs BBWI
-25.1%
-23.5%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | -0.7% |
| 7D | -5.0% | -4.5% | -0.5% | -3.8% |
| 30D | -12.3% | +17.1% | -29.4% | -16.0% |
| 3M | -19.9% | +17.5% | -37.4% | -23.9% |
| 6M | -29.4% | +12.8% | -42.2% | -32.9% |
| YTD | -49.0% | +8.2% | -57.1% | -51.6% |
| 1Y | -53.1% | -1.8% | -51.3% | -54.7% |
| All | -48.5% | -25.1% | -23.5% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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