-40.4%
APTV vs PFG
+51.4%
-91.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.5% | +4.6% | +3.5% |
| 7D | +4.8% | +5.5% | -0.7% | +3.0% |
| 30D | +2.0% | +2.4% | -0.4% | +1.0% |
| 3M | -34.2% | +13.6% | -47.8% | -37.3% |
| 6M | -34.7% | +27.9% | -62.5% | -41.7% |
| YTD | -37.0% | +35.6% | -72.5% | -44.8% |
| 1Y | -40.4% | +48.5% | -88.9% | -49.1% |
| All | -40.4% | +51.4% | -91.8% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling