-28.3%
APTV vs GEN
+152.9%
-181.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.5% | -0.8% |
| 7D | -1.7% | +2.0% | -3.8% | -2.3% |
| 30D | -11.6% | +27.7% | -39.3% | -17.5% |
| 3M | -21.2% | +3.3% | -24.5% | -22.6% |
| 6M | -28.5% | +31.8% | -60.3% | -34.8% |
| YTD | -49.1% | +13.5% | -62.6% | -51.8% |
| 1Y | -52.2% | +16.0% | -68.2% | -55.1% |
| 3Y | -48.6% | +70.6% | -119.2% | -57.2% |
| 5Y | -77.3% | +32.1% | -109.4% | -80.1% |
| All | -28.3% | +152.9% | -181.2% | -51.1% |
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 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