-47.0%
APTV vs HTZ
-82.6%
+35.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -8.4% | +4.9% | -2.5% |
| 7D | -10.2% | -14.6% | +4.4% | -8.9% |
| 30D | -10.8% | -20.8% | +10.0% | -8.9% |
| 3M | -14.8% | -18.8% | +4.0% | -14.0% |
| 6M | -30.6% | -74.7% | +44.1% | -21.7% |
| YTD | -48.2% | -68.1% | +19.9% | -43.8% |
| 1Y | -52.0% | -73.5% | +21.5% | -46.9% |
| 3Y | -47.0% | -81.8% | +34.8% | -37.8% |
| All | -47.0% | -82.6% | +35.5% | -37.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling