-15.7%
APTV vs FN
+899.8%
-915.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.1% | -0.1% | +2.2% |
| 7D | +4.8% | -1.7% | +6.5% | +5.3% |
| 30D | +2.0% | -22.0% | +24.0% | +7.8% |
| 3M | -34.2% | -43.0% | +8.8% | -25.7% |
| 6M | -34.7% | -27.7% | -6.9% | -32.6% |
| YTD | -37.0% | -10.5% | -26.5% | -40.1% |
| 1Y | -40.4% | +12.5% | -52.9% | -48.0% |
| 3Y | -54.1% | +153.8% | -207.9% | -72.7% |
| 5Y | -68.0% | +288.0% | -356.0% | -84.6% |
| All | -15.7% | +899.8% | -915.4% | -69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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