-70.1%
APTV vs BN
+33.2%
-103.3%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.9% | -0.8% | -1.4% |
| 7D | -1.2% | -3.0% | +1.8% | +1.0% |
| 30D | -10.6% | -13.0% | +2.4% | -1.9% |
| 3M | -35.0% | -15.2% | -19.8% | -27.6% |
| 6M | -38.9% | -5.9% | -33.0% | -37.1% |
| YTD | -41.5% | -15.8% | -25.7% | -35.2% |
| 1Y | -45.8% | -12.2% | -33.6% | -42.1% |
| 3Y | -55.7% | +72.2% | -127.9% | -72.2% |
| 5Y | -70.1% | +33.2% | -103.3% | -77.5% |
| All | -70.1% | +33.2% | -103.3% | -77.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling