-69.1%
APTV vs COO
-39.5%
-29.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.7% | -1.9% | -3.2% |
| 7D | +2.0% | -2.3% | +4.3% | +3.2% |
| 30D | -7.7% | -8.8% | +1.1% | -3.4% |
| 3M | -34.0% | +1.3% | -35.3% | -34.7% |
| 6M | -37.1% | -11.6% | -25.5% | -33.4% |
| YTD | -39.9% | -17.4% | -22.5% | -34.2% |
| 1Y | -44.4% | -1.6% | -42.8% | -45.1% |
| 3Y | -54.5% | -22.6% | -31.8% | -51.1% |
| 5Y | -69.1% | -40.3% | -28.8% | -63.8% |
| All | -69.1% | -39.5% | -29.6% | -63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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