-52.2%
APTV vs BEN
+65.1%
-117.3%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | -1.7% | +6.8% | -8.5% | -4.0% |
| 30D | -11.6% | +18.0% | -29.6% | -16.5% |
| 3M | -21.2% | +7.5% | -28.7% | -23.3% |
| 6M | -28.5% | +14.7% | -43.2% | -32.1% |
| YTD | -49.1% | +56.1% | -105.2% | -59.6% |
| 1Y | -52.2% | +69.6% | -121.8% | -64.7% |
| All | -52.2% | +65.1% | -117.3% | -64.7% |
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