+193.5%
APTV vs GEN
+421.7%
-228.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.2% | +5.2% | +3.7% |
| 7D | +4.8% | -1.2% | +6.0% | +5.1% |
| 30D | +2.0% | +10.1% | -8.1% | -1.1% |
| 3M | -34.2% | +16.1% | -50.3% | -37.4% |
| 6M | -34.7% | +38.9% | -73.5% | -41.6% |
| YTD | -37.0% | +14.4% | -51.4% | -40.4% |
| 1Y | -40.4% | +5.9% | -46.3% | -42.3% |
| 3Y | -54.1% | +58.8% | -112.9% | -61.4% |
| 5Y | -68.0% | +24.7% | -92.7% | -71.7% |
| 10Y | -15.5% | +163.1% | -178.6% | -45.1% |
| All | +193.5% | +421.7% | -228.2% | +42.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling