-45.6%
APTV vs HRB
-6.2%
-39.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.3% |
| 7D | -5.0% | -8.0% | +3.0% | -5.1% |
| 30D | -6.1% | -16.0% | +9.9% | -6.3% |
| 3M | -33.0% | +26.9% | -59.9% | -33.3% |
| 6M | -35.2% | +51.1% | -86.4% | -36.8% |
| YTD | -40.1% | +7.1% | -47.2% | -39.0% |
| 1Y | -45.6% | -9.6% | -36.0% | -44.6% |
| All | -45.6% | -6.2% | -39.4% | -44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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