-68.8%
APTV vs FND
-62.8%
-6.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.1% | +3.3% |
| 7D | -1.8% | -5.1% | +3.3% | +0.5% |
| 30D | -7.9% | -22.5% | +14.6% | +2.7% |
| 3M | -29.9% | -5.0% | -24.9% | -30.0% |
| 6M | -36.6% | -21.5% | -15.1% | -31.4% |
| YTD | -40.0% | -23.0% | -16.9% | -34.8% |
| 1Y | -44.0% | -44.9% | +0.9% | -29.8% |
| 3Y | -54.5% | -50.0% | -4.5% | -44.3% |
| 5Y | -68.8% | -63.3% | -5.5% | -60.4% |
| All | -68.8% | -62.8% | -6.0% | -60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling