-69.3%
APTV vs OSCR
+96.8%
-166.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | -5.0% | +1.6% | -6.6% | -5.2% |
| 30D | -6.1% | +10.7% | -16.7% | -7.2% |
| 3M | -33.0% | +13.4% | -46.3% | -34.2% |
| 6M | -35.2% | +144.6% | -179.8% | -42.5% |
| YTD | -40.1% | +128.0% | -168.2% | -46.6% |
| 1Y | -45.6% | +68.7% | -114.3% | -50.2% |
| 3Y | -54.4% | +398.8% | -453.1% | -66.7% |
| All | -69.3% | +96.8% | -166.1% | -77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 5y: compounded portfolio wealth divided by compounded OSCR 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…
5y analysis · Full analysis span regression · 6 months rolling