-30.2%
APTV vs FND
+56.5%
-86.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.8% |
| 7D | -5.0% | -5.8% | +0.7% | -2.6% |
| 30D | -6.1% | -20.2% | +14.1% | +3.3% |
| 3M | -33.0% | -12.0% | -21.0% | -30.6% |
| 6M | -35.2% | -18.5% | -16.7% | -31.2% |
| YTD | -40.1% | -22.3% | -17.9% | -35.4% |
| 1Y | -45.6% | -47.6% | +2.0% | -30.7% |
| 3Y | -54.4% | -49.8% | -4.6% | -44.1% |
| 5Y | -68.9% | -63.0% | -5.9% | -59.0% |
| All | -30.2% | +56.5% | -86.7% | -53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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