-77.5%
APTV vs FND
-63.9%
-13.6%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.1% | +0.8% |
| 7D | -1.7% | -6.8% | +5.1% | +1.2% |
| 30D | -11.6% | +8.0% | -19.6% | -15.0% |
| 3M | -21.2% | -18.9% | -2.3% | -14.3% |
| 6M | -28.5% | +4.7% | -33.2% | -32.3% |
| YTD | -49.1% | -21.6% | -27.5% | -45.5% |
| 1Y | -52.2% | -22.0% | -30.2% | -48.8% |
| 3Y | -48.6% | -40.4% | -8.2% | -42.5% |
| All | -77.5% | -63.9% | -13.6% | -70.6% |
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 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