-18.2%
APTV vs BUD
-22.8%
+4.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +2.9% |
| 7D | -1.8% | -3.2% | +1.4% | +0.1% |
| 30D | -7.9% | -3.7% | -4.2% | -5.9% |
| 3M | -29.9% | -4.4% | -25.5% | -28.4% |
| 6M | -36.6% | +7.7% | -44.3% | -40.4% |
| YTD | -40.0% | +23.1% | -63.0% | -48.2% |
| 1Y | -44.0% | +33.6% | -77.6% | -54.1% |
| 3Y | -54.5% | +44.7% | -99.2% | -65.7% |
| 5Y | -68.8% | +44.9% | -113.7% | -77.0% |
| All | -18.2% | -22.8% | +4.7% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling