-54.2%
APTV vs BTG
+94.1%
-148.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.9% | +5.5% | +3.0% |
| 7D | -1.8% | -5.5% | +3.7% | -1.1% |
| 30D | -7.9% | +6.1% | -14.0% | -8.8% |
| 3M | -29.9% | +38.6% | -68.6% | -33.1% |
| 6M | -36.6% | +0.7% | -37.3% | -37.6% |
| YTD | -40.0% | +20.3% | -60.3% | -42.1% |
| 1Y | -44.0% | +25.0% | -69.1% | -46.5% |
| All | -54.2% | +94.1% | -148.3% | -59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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