-77.5%
APTV vs HTZ
-94.4%
+17.0%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +0.2% |
| 7D | -1.7% | -8.5% | +6.8% | -0.6% |
| 30D | -11.6% | -18.9% | +7.3% | -9.4% |
| 3M | -21.2% | -36.0% | +14.8% | -16.6% |
| 6M | -28.5% | -74.6% | +46.1% | -15.6% |
| YTD | -49.1% | -70.8% | +21.7% | -42.4% |
| 1Y | -52.2% | -75.3% | +23.1% | -44.5% |
| 3Y | -48.6% | -81.6% | +32.9% | -43.4% |
| All | -77.5% | -94.4% | +17.0% | -65.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling