+137.2%
APTV vs BEN
+95.6%
+41.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.4% |
| 7D | -1.7% | +6.8% | -8.5% | -5.5% |
| 30D | -11.6% | +18.0% | -29.6% | -19.9% |
| 3M | -21.2% | +7.5% | -28.7% | -24.7% |
| 6M | -28.5% | +14.7% | -43.2% | -34.8% |
| YTD | -49.1% | +56.1% | -105.2% | -61.6% |
| 1Y | -52.2% | +69.6% | -121.8% | -65.7% |
| 3Y | -48.6% | +87.7% | -136.3% | -66.3% |
| 5Y | -77.3% | +28.6% | -105.9% | -81.6% |
| 10Y | -26.9% | +59.8% | -86.7% | -51.8% |
| All | +137.2% | +95.6% | +41.5% | +34.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling