+141.4%
APTV vs HAS
+432.1%
-290.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -2.9% | -3.2% |
| 7D | -10.2% | -0.2% | -10.1% | -10.1% |
| 30D | -10.8% | +31.0% | -41.8% | -21.7% |
| 3M | -14.8% | +30.7% | -45.5% | -25.2% |
| 6M | -30.6% | +23.9% | -54.5% | -38.0% |
| YTD | -48.2% | +48.3% | -96.5% | -57.5% |
| 1Y | -52.0% | +60.2% | -112.2% | -62.0% |
| 3Y | -47.0% | +189.2% | -236.2% | -68.7% |
| 5Y | -77.5% | +50.4% | -127.9% | -82.3% |
| 10Y | -27.0% | +104.2% | -131.1% | -53.1% |
| All | +141.4% | +432.1% | -290.7% | +4.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling