+193.5%
APTV vs PEG
+286.2%
-92.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.1% |
| 7D | +4.8% | +0.7% | +4.1% | +4.5% |
| 30D | +2.0% | -2.4% | +4.4% | +3.2% |
| 3M | -34.2% | -4.8% | -29.5% | -32.9% |
| 6M | -34.7% | -10.7% | -24.0% | -31.3% |
| YTD | -37.0% | -6.7% | -30.3% | -35.4% |
| 1Y | -40.4% | -6.8% | -33.6% | -39.0% |
| 3Y | -54.1% | +34.5% | -88.6% | -62.3% |
| 5Y | -68.0% | +35.8% | -103.8% | -74.1% |
| 10Y | -15.5% | +141.7% | -157.3% | -46.5% |
| All | +193.5% | +286.2% | -92.7% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 all: compounded portfolio wealth divided by compounded PEG 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…
all analysis · Full analysis span regression · 6 months rolling