-55.4%
APTV vs BEN
+53.1%
-108.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.1% | -1.9% |
| 7D | -1.2% | +3.4% | -4.5% | -2.6% |
| 30D | -10.6% | +1.8% | -12.4% | -11.4% |
| 3M | -35.0% | +8.4% | -43.4% | -37.8% |
| 6M | -38.9% | +35.6% | -74.5% | -48.3% |
| YTD | -41.5% | +46.4% | -87.9% | -52.5% |
| 1Y | -45.8% | +46.3% | -92.1% | -56.2% |
| All | -55.4% | +53.1% | -108.5% | -62.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling