-54.2%
APTV vs BR
-5.0%
-49.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.6% | +2.6% |
| 7D | -1.8% | -6.0% | +4.2% | -0.5% |
| 30D | -7.9% | -0.9% | -7.1% | -7.8% |
| 3M | -29.9% | +16.4% | -46.3% | -33.2% |
| 6M | -36.6% | -8.2% | -28.4% | -34.3% |
| YTD | -40.0% | -23.2% | -16.7% | -32.7% |
| 1Y | -44.0% | -30.9% | -13.1% | -33.8% |
| All | -54.2% | -5.0% | -49.2% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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