+193.5%
APTV vs BUD
+94.5%
+99.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.0% |
| 7D | +4.8% | +0.3% | +4.5% | +4.7% |
| 30D | +2.0% | -5.7% | +7.7% | +5.3% |
| 3M | -34.2% | +3.1% | -37.4% | -35.8% |
| 6M | -34.7% | +7.9% | -42.5% | -38.5% |
| YTD | -37.0% | +27.3% | -64.3% | -46.4% |
| 1Y | -40.4% | +37.8% | -78.2% | -51.7% |
| 3Y | -54.1% | +49.8% | -104.0% | -65.7% |
| 5Y | -68.0% | +43.8% | -111.9% | -75.9% |
| 10Y | -15.5% | -22.6% | +7.1% | -22.7% |
| All | +193.5% | +94.5% | +99.0% | +65.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling