-44.0%
APTV vs PFG
+49.2%
-93.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.8% | +2.4% |
| 7D | -1.8% | -3.0% | +1.2% | -0.9% |
| 30D | -7.9% | +2.5% | -10.4% | -8.7% |
| 3M | -29.9% | +6.1% | -36.0% | -31.4% |
| 6M | -36.6% | +31.3% | -67.9% | -44.1% |
| YTD | -40.0% | +33.6% | -73.5% | -47.3% |
| 1Y | -44.0% | +48.5% | -92.5% | -52.7% |
| All | -44.0% | +49.2% | -93.2% | -52.7% |
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