-19.1%
APTV vs EMB
+29.7%
-48.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.3% |
| 7D | -1.2% | 0.0% | -1.2% | -1.2% |
| 30D | -10.6% | -0.3% | -10.4% | -10.1% |
| 3M | -35.0% | -0.3% | -34.7% | -34.6% |
| 6M | -38.9% | +0.7% | -39.7% | -39.7% |
| YTD | -41.5% | +1.3% | -42.8% | -42.8% |
| 1Y | -45.8% | +4.7% | -50.5% | -50.5% |
| 3Y | -55.7% | +30.1% | -85.8% | -73.6% |
| 5Y | -70.1% | +6.9% | -77.0% | -72.0% |
| 10Y | -19.1% | +30.7% | -49.8% | -45.3% |
| All | -19.1% | +29.7% | -48.8% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling