-40.4%
APTV vs GEN
+5.4%
-45.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.2% | +5.2% | +3.5% |
| 7D | +4.8% | -1.2% | +6.0% | +5.0% |
| 30D | +2.0% | +10.1% | -8.1% | -0.1% |
| 3M | -34.2% | +16.1% | -50.3% | -36.1% |
| 6M | -34.7% | +38.9% | -73.5% | -39.1% |
| YTD | -37.0% | +14.4% | -51.4% | -36.9% |
| 1Y | -40.4% | +5.9% | -46.3% | -36.1% |
| All | -40.4% | +5.4% | -45.8% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling