-40.4%
APTV vs GWW
+31.2%
-71.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +2.5% |
| 7D | +4.8% | +1.4% | +3.4% | +3.9% |
| 30D | +2.0% | +3.3% | -1.3% | -0.1% |
| 3M | -34.2% | +2.9% | -37.2% | -34.6% |
| 6M | -34.7% | +15.8% | -50.5% | -38.7% |
| YTD | -37.0% | +32.0% | -69.0% | -45.2% |
| 1Y | -40.4% | +29.9% | -70.3% | -48.3% |
| All | -40.4% | +31.2% | -71.6% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 1y: compounded portfolio wealth divided by compounded GWW 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…
1y analysis · Full analysis span regression · 6 months rolling