+179.9%
APTV vs BTI
+185.7%
-5.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.3% | -4.5% |
| 7D | +2.0% | -1.4% | +3.3% | +2.6% |
| 30D | -7.7% | -7.0% | -0.7% | -4.9% |
| 3M | -34.0% | -6.3% | -27.7% | -32.4% |
| 6M | -37.1% | -2.0% | -35.1% | -37.4% |
| YTD | -39.9% | +0.2% | -40.1% | -41.1% |
| 1Y | -44.4% | +3.8% | -48.2% | -46.6% |
| 3Y | -54.5% | +112.1% | -166.6% | -70.5% |
| 5Y | -69.1% | +113.6% | -182.7% | -80.1% |
| 10Y | -20.0% | +69.6% | -89.6% | -45.0% |
| All | +179.9% | +185.7% | -5.8% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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