-26.7%
APTV vs MLM
+149.0%
-175.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.3% | -0.5% |
| 7D | -4.3% | -2.9% | -1.4% | -2.4% |
| 30D | -9.7% | +10.4% | -20.1% | -15.2% |
| 3M | -20.6% | -3.7% | -16.8% | -18.8% |
| 6M | -31.7% | -10.3% | -21.4% | -27.6% |
| YTD | -48.0% | -14.8% | -33.2% | -43.3% |
| 1Y | -52.1% | -13.9% | -38.2% | -48.1% |
| 3Y | -47.9% | +18.4% | -66.3% | -55.3% |
| 5Y | -76.9% | +31.8% | -108.7% | -81.8% |
| 10Y | -26.7% | +143.4% | -170.1% | -62.7% |
| All | -26.7% | +149.0% | -175.7% | -62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 10y: compounded portfolio wealth divided by compounded MLM 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…
10y analysis · Full analysis span regression · 6 months rolling