-76.7%
APTV vs PFG
+99.5%
-176.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | +0.4% |
| 7D | -8.9% | -2.2% | -6.7% | -7.3% |
| 30D | -9.5% | +6.4% | -15.9% | -13.5% |
| 3M | -20.6% | +2.2% | -22.8% | -22.2% |
| 6M | -28.9% | +16.3% | -45.1% | -37.6% |
| YTD | -48.2% | +33.2% | -81.4% | -59.4% |
| 1Y | -51.7% | +40.6% | -92.3% | -63.8% |
| 3Y | -48.1% | +83.3% | -131.4% | -69.4% |
| 5Y | -76.7% | +97.7% | -174.4% | -87.7% |
| All | -76.7% | +99.5% | -176.2% | -87.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling