-45.8%
APTV vs BUD
+33.8%
-79.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.2% | -0.5% | -2.4% |
| 7D | -1.2% | -1.3% | +0.2% | -1.0% |
| 30D | -10.6% | -6.1% | -4.5% | -10.1% |
| 3M | -35.0% | -3.8% | -31.3% | -34.9% |
| 6M | -38.9% | +8.2% | -47.1% | -40.0% |
| YTD | -41.5% | +23.6% | -65.1% | -46.5% |
| 1Y | -45.8% | +33.4% | -79.2% | -50.7% |
| All | -45.8% | +33.8% | -79.6% | -50.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling