+137.5%
APTV vs GEN
+405.3%
-267.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -0.6% |
| 7D | -5.0% | -3.0% | -2.0% | -4.2% |
| 30D | -12.3% | +24.7% | -37.0% | -18.1% |
| 3M | -19.9% | +4.1% | -24.1% | -21.8% |
| 6M | -29.4% | +36.0% | -65.4% | -36.8% |
| YTD | -49.0% | +10.9% | -59.8% | -51.7% |
| 1Y | -53.1% | +12.2% | -65.3% | -55.7% |
| 3Y | -48.9% | +63.3% | -112.2% | -57.6% |
| 5Y | -77.2% | +29.0% | -106.3% | -80.2% |
| 10Y | -26.8% | +147.5% | -174.3% | -51.7% |
| All | +137.5% | +405.3% | -267.8% | +15.3% |
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