-70.1%
APTV vs HBM
+392.2%
-462.3%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.0% | -2.5% |
| 7D | -1.2% | +5.5% | -6.7% | -2.7% |
| 30D | -10.6% | +3.3% | -13.9% | -11.8% |
| 3M | -35.0% | +12.7% | -47.7% | -38.0% |
| 6M | -38.9% | +28.2% | -67.1% | -44.5% |
| YTD | -41.5% | +45.3% | -86.8% | -49.5% |
| 1Y | -45.8% | +121.7% | -167.5% | -59.2% |
| 3Y | -55.7% | +523.5% | -579.2% | -77.2% |
| 5Y | -70.1% | +393.9% | -464.0% | -84.7% |
| All | -70.1% | +392.2% | -462.3% | -84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 5y: compounded portfolio wealth divided by compounded HBM 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…
5y analysis · Full analysis span regression · 6 months rolling