-54.4%
APTV vs EQX
+168.9%
-223.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -2.0% | -0.5% |
| 7D | -5.0% | -3.2% | -1.8% | -4.8% |
| 30D | -6.1% | +7.8% | -13.8% | -6.8% |
| 3M | -33.0% | +21.3% | -54.3% | -34.2% |
| 6M | -35.2% | -22.4% | -12.8% | -34.5% |
| YTD | -40.1% | -11.3% | -28.8% | -40.2% |
| 1Y | -45.6% | +13.5% | -59.1% | -46.7% |
| 3Y | -54.4% | +162.1% | -216.5% | -59.5% |
| All | -54.4% | +168.9% | -223.3% | -59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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