-51.8%
APTV vs EQH
+230.1%
-281.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.0% | +1.7% | +2.0% |
| 7D | -1.8% | -1.8% | 0.0% | -0.7% |
| 30D | -7.9% | +2.4% | -10.4% | -9.5% |
| 3M | -29.9% | +26.3% | -56.2% | -40.1% |
| 6M | -36.6% | +35.8% | -72.4% | -49.0% |
| YTD | -40.0% | +12.7% | -52.6% | -45.8% |
| 1Y | -44.0% | +2.5% | -46.5% | -46.8% |
| 3Y | -54.5% | +98.6% | -153.2% | -73.3% |
| 5Y | -68.8% | +101.7% | -170.5% | -82.0% |
| All | -51.8% | +230.1% | -281.9% | -79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 all: compounded portfolio wealth divided by compounded EQH 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…
all analysis · Full analysis span regression · 6 months rolling