-40.4%
APTV vs BEN
+42.6%
-83.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.5% | -0.5% | +2.0% |
| 7D | +4.8% | +0.2% | +4.6% | +4.7% |
| 30D | +2.0% | -0.5% | +2.5% | +2.1% |
| 3M | -34.2% | +9.7% | -44.0% | -36.4% |
| 6M | -34.7% | +33.9% | -68.6% | -42.3% |
| YTD | -37.0% | +49.0% | -86.0% | -45.9% |
| 1Y | -40.4% | +42.1% | -82.5% | -48.2% |
| All | -40.4% | +42.6% | -83.0% | -48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling