-25.6%
APTV vs GEN
+156.5%
-182.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -1.0% |
| 7D | -8.9% | -0.8% | -8.1% | -8.7% |
| 30D | -9.5% | +31.2% | -40.7% | -16.1% |
| 3M | -20.6% | +6.1% | -26.7% | -22.6% |
| 6M | -28.9% | +38.1% | -67.0% | -36.0% |
| YTD | -48.2% | +14.4% | -62.6% | -51.1% |
| 1Y | -51.7% | +15.1% | -66.9% | -54.5% |
| 3Y | -48.1% | +68.5% | -116.6% | -56.6% |
| 5Y | -76.7% | +35.8% | -112.5% | -79.8% |
| 10Y | -25.6% | +155.4% | -181.0% | -48.7% |
| All | -25.6% | +156.5% | -182.2% | -48.7% |
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