-18.2%
APTV vs BN
+263.5%
-281.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.2% | +3.9% | +3.5% |
| 7D | -1.8% | -5.9% | +4.1% | +2.5% |
| 30D | -7.9% | -15.1% | +7.1% | +3.3% |
| 3M | -29.9% | -14.6% | -15.4% | -22.0% |
| 6M | -36.6% | -8.4% | -28.2% | -33.3% |
| YTD | -40.0% | -16.8% | -23.1% | -32.6% |
| 1Y | -44.0% | -14.4% | -29.6% | -38.9% |
| 3Y | -54.5% | +70.1% | -124.6% | -71.3% |
| 5Y | -68.8% | +33.5% | -102.3% | -76.6% |
| All | -18.2% | +263.5% | -281.7% | -64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling