-52.4%
APTV vs HAS
+62.1%
-114.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.2% |
| 7D | -8.9% | +2.0% | -10.9% | -9.7% |
| 30D | -9.5% | +30.9% | -40.4% | -20.1% |
| 3M | -20.6% | +28.8% | -49.3% | -29.4% |
| 6M | -28.9% | +32.3% | -61.2% | -38.0% |
| YTD | -48.2% | +54.7% | -102.9% | -61.4% |
| All | -52.4% | +62.1% | -114.5% | -66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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