+142.2%
APTV vs GEN
+410.8%
-268.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.1% |
| 7D | -4.3% | +1.0% | -5.3% | -4.5% |
| 30D | -9.7% | +29.1% | -38.7% | -16.4% |
| 3M | -20.6% | +2.9% | -23.5% | -22.1% |
| 6M | -31.7% | +33.6% | -65.3% | -38.5% |
| YTD | -48.0% | +12.0% | -60.0% | -50.9% |
| 1Y | -52.1% | +16.2% | -68.2% | -55.3% |
| 3Y | -47.9% | +65.1% | -113.0% | -56.9% |
| 5Y | -76.9% | +33.3% | -110.2% | -80.1% |
| 10Y | -26.7% | +149.7% | -176.4% | -51.8% |
| All | +142.2% | +410.8% | -268.6% | +17.2% |
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