-70.1%
APTV vs CG
+5.5%
-75.6%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.0% | +1.3% | -0.6% |
| 7D | -1.2% | -6.4% | +5.3% | +2.3% |
| 30D | -10.6% | -7.1% | -3.6% | -7.4% |
| 3M | -35.0% | -1.6% | -33.4% | -35.2% |
| 6M | -38.9% | -8.3% | -30.6% | -37.2% |
| YTD | -41.5% | -23.8% | -17.7% | -34.0% |
| 1Y | -45.8% | -28.7% | -17.1% | -37.1% |
| 3Y | -55.7% | +49.2% | -104.9% | -69.0% |
| 5Y | -70.1% | +5.5% | -75.6% | -75.1% |
| All | -70.1% | +5.5% | -75.6% | -75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling