+193.5%
APTV vs HAS
+314.0%
-120.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.3% |
| 7D | +4.8% | -1.8% | +6.6% | +5.7% |
| 30D | +2.0% | +2.3% | -0.3% | +0.9% |
| 3M | -34.2% | +10.4% | -44.6% | -37.4% |
| 6M | -34.7% | -3.2% | -31.4% | -34.2% |
| YTD | -37.0% | +15.4% | -52.4% | -41.7% |
| 1Y | -40.4% | +18.8% | -59.2% | -45.7% |
| 3Y | -54.1% | +43.9% | -98.0% | -62.7% |
| 5Y | -68.0% | +13.9% | -81.9% | -71.3% |
| 10Y | -15.5% | +56.4% | -71.9% | -38.4% |
| All | +193.5% | +314.0% | -120.6% | +43.7% |
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