-52.1%
APTV vs BUD
+38.6%
-90.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.0% |
| 7D | -4.3% | +6.0% | -10.3% | -5.1% |
| 30D | -9.7% | +11.3% | -20.9% | -10.9% |
| 3M | -20.6% | +3.6% | -24.1% | -21.2% |
| 6M | -31.7% | +7.7% | -39.4% | -32.7% |
| YTD | -48.0% | +36.4% | -84.4% | -54.9% |
| 1Y | -52.1% | +37.8% | -89.9% | -59.0% |
| All | -52.1% | +38.6% | -90.7% | -59.0% |
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