-54.5%
APTV vs CG
+56.8%
-111.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.2% | -2.5% | -3.7% |
| 7D | +2.0% | -1.3% | +3.2% | +2.5% |
| 30D | -7.7% | -3.2% | -4.5% | -6.6% |
| 3M | -34.0% | +6.2% | -40.2% | -36.3% |
| 6M | -37.1% | -4.7% | -32.4% | -36.6% |
| YTD | -39.9% | -20.6% | -19.3% | -34.7% |
| 1Y | -44.4% | -26.4% | -18.1% | -37.9% |
| 3Y | -54.5% | +55.4% | -109.9% | -63.4% |
| All | -54.5% | +56.8% | -111.3% | -63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 3y: compounded portfolio wealth divided by compounded CG 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…
3y analysis · Full analysis span regression · 6 months rolling