-54.5%
APTV vs GEN
+57.7%
-112.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.7% | -1.9% | -3.9% |
| 7D | +2.0% | -0.7% | +2.7% | +2.2% |
| 30D | -7.7% | +2.6% | -10.4% | -8.5% |
| 3M | -34.0% | +15.8% | -49.8% | -36.8% |
| 6M | -37.1% | +33.1% | -70.2% | -42.6% |
| YTD | -39.9% | +11.3% | -51.2% | -42.0% |
| 1Y | -44.4% | +1.7% | -46.1% | -44.9% |
| 3Y | -54.5% | +58.1% | -112.6% | -56.5% |
| All | -54.5% | +57.7% | -112.2% | -56.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling