-20.7%
APTV vs PFGC
+419.1%
-439.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.3% |
| 7D | +4.8% | -2.2% | +7.0% | +5.8% |
| 30D | +2.0% | -11.9% | +13.9% | +7.2% |
| 3M | -34.2% | +5.0% | -39.2% | -35.8% |
| 6M | -34.7% | +8.6% | -43.3% | -37.1% |
| YTD | -37.0% | +9.7% | -46.7% | -40.0% |
| 1Y | -40.4% | -6.3% | -34.1% | -39.6% |
| 3Y | -54.1% | +58.2% | -112.3% | -62.8% |
| 5Y | -68.0% | +110.4% | -178.5% | -77.1% |
| 10Y | -15.5% | +272.8% | -288.3% | -55.0% |
| All | -20.7% | +419.1% | -439.9% | -58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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