+172.4%
APTV vs BTG
+92.2%
+80.2%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.3% | -2.8% |
| 7D | -1.2% | +2.4% | -3.6% | -1.3% |
| 30D | -10.6% | +9.5% | -20.1% | -11.3% |
| 3M | -35.0% | +38.5% | -73.5% | -36.7% |
| 6M | -38.9% | +5.6% | -44.6% | -39.5% |
| YTD | -41.5% | +23.9% | -65.4% | -42.8% |
| 1Y | -45.8% | +32.1% | -77.9% | -47.4% |
| 3Y | -55.7% | +103.2% | -158.9% | -58.7% |
| 5Y | -70.1% | +79.7% | -149.8% | -72.1% |
| 10Y | -19.1% | +159.1% | -178.2% | -25.7% |
| All | +172.4% | +92.2% | +80.2% | +143.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling