-48.6%
APTV vs IVZ
+152.3%
-200.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.5% | -1.2% |
| 7D | -1.7% | +7.6% | -9.4% | -5.2% |
| 30D | -11.6% | +4.3% | -15.9% | -13.5% |
| 3M | -21.2% | -9.3% | -11.8% | -17.7% |
| 6M | -28.5% | +5.2% | -33.8% | -31.2% |
| YTD | -49.1% | +13.4% | -62.5% | -53.2% |
| 1Y | -52.2% | +25.4% | -77.6% | -58.4% |
| 3Y | -48.6% | +152.5% | -201.1% | -71.7% |
| All | -48.6% | +152.3% | -200.9% | -71.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling