-44.3%
APTV vs CAPR
+42.0%
-86.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.6% | -1.0% | -4.6% |
| 7D | +2.0% | -9.5% | +11.5% | +2.0% |
| 30D | -7.7% | +121.5% | -129.2% | -8.0% |
| 3M | -34.0% | -65.4% | +31.4% | -33.9% |
| 6M | -37.1% | -67.5% | +30.4% | -37.0% |
| YTD | -39.9% | -68.6% | +28.7% | -39.8% |
| All | -44.3% | +42.0% | -86.3% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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