-55.4%
APTV vs IVZ
+133.3%
-188.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.3% |
| 7D | -1.2% | +1.2% | -2.3% | -1.6% |
| 30D | -10.6% | +1.8% | -12.4% | -11.4% |
| 3M | -35.0% | +15.7% | -50.7% | -39.8% |
| 6M | -38.9% | +36.3% | -75.2% | -48.2% |
| YTD | -41.5% | +24.9% | -66.4% | -48.5% |
| 1Y | -45.8% | +48.9% | -94.8% | -56.5% |
| All | -55.4% | +133.3% | -188.7% | -71.6% |
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