-44.0%
APTV vs BEN
+43.6%
-87.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.3% | +4.0% | +3.1% |
| 7D | -1.8% | +0.3% | -2.1% | -1.9% |
| 30D | -7.9% | +0.9% | -8.8% | -8.2% |
| 3M | -29.9% | +9.2% | -39.1% | -32.2% |
| 6M | -36.6% | +36.8% | -73.4% | -44.8% |
| YTD | -40.0% | +44.4% | -84.3% | -48.2% |
| 1Y | -44.0% | +45.8% | -89.9% | -52.6% |
| All | -44.0% | +43.6% | -87.6% | -52.6% |
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