-75.1%
APTV vs HTZ
-93.2%
+18.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -8.0% | +7.1% | +0.3% |
| 7D | -4.3% | -27.5% | +23.3% | 0.0% |
| 30D | -9.7% | -21.9% | +12.2% | -7.0% |
| 3M | -20.6% | -29.2% | +8.7% | -17.9% |
| 6M | -31.7% | -75.2% | +43.5% | -19.8% |
| YTD | -48.0% | -70.8% | +22.8% | -41.5% |
| 1Y | -52.1% | -76.1% | +24.0% | -44.5% |
| 3Y | -47.9% | -82.5% | +34.6% | -42.9% |
| 5Y | -76.9% | -94.1% | +17.2% | -68.9% |
| All | -75.1% | -93.2% | +18.1% | -66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 10y: compounded portfolio wealth divided by compounded HTZ 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…
10y analysis · Full analysis span regression · 6 months rolling