-47.0%
APTV vs P
+175.5%
-222.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.5% | -7.0% | -3.9% |
| 7D | -10.2% | -23.8% | +13.6% | -7.3% |
| 30D | -10.8% | -36.6% | +25.8% | -5.9% |
| 3M | -14.8% | +10.9% | -25.7% | -17.4% |
| 6M | -30.6% | +30.0% | -60.6% | -35.1% |
| YTD | -48.2% | +44.4% | -92.5% | -52.7% |
| 1Y | -52.0% | +3.9% | -55.9% | -54.3% |
| 3Y | -47.0% | +176.6% | -223.6% | -60.0% |
| All | -47.0% | +175.5% | -222.5% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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