-19.1%
APTV vs GEN
+150.6%
-169.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.6% |
| 7D | -1.2% | -2.9% | +1.7% | -0.3% |
| 30D | -10.6% | +2.1% | -12.7% | -11.3% |
| 3M | -35.0% | +19.7% | -54.7% | -38.4% |
| 6M | -38.9% | +33.3% | -72.2% | -44.3% |
| YTD | -41.5% | +11.1% | -52.6% | -43.9% |
| 1Y | -45.8% | +3.0% | -48.8% | -46.9% |
| 3Y | -55.7% | +57.9% | -113.6% | -62.0% |
| 5Y | -70.1% | +20.6% | -90.7% | -73.1% |
| 10Y | -19.1% | +153.2% | -172.3% | -44.7% |
| All | -19.1% | +150.6% | -169.7% | -44.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling