-52.2%
APTV vs IBN
+12.1%
-64.3%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.3% |
| 7D | -1.7% | +1.9% | -3.6% | -2.5% |
| 30D | -11.6% | +22.1% | -33.7% | -19.6% |
| 3M | -21.2% | +17.1% | -38.3% | -26.9% |
| 6M | -28.5% | +35.5% | -64.1% | -39.4% |
| YTD | -49.1% | +16.8% | -65.9% | -54.3% |
| 1Y | -52.2% | +12.4% | -64.6% | -57.4% |
| All | -52.2% | +12.1% | -64.3% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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