-45.6%
APTV vs IVZ
+49.7%
-95.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.7% |
| 7D | -5.0% | -2.4% | -2.6% | -4.2% |
| 30D | -6.1% | +3.0% | -9.1% | -7.0% |
| 3M | -33.0% | +14.9% | -47.9% | -36.8% |
| 6M | -35.2% | +36.7% | -72.0% | -44.0% |
| YTD | -40.1% | +25.7% | -65.8% | -46.5% |
| 1Y | -45.6% | +47.7% | -93.3% | -55.5% |
| All | -45.6% | +49.7% | -95.3% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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