-69.3%
APTV vs PNC
+51.4%
-120.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.7% |
| 7D | -5.0% | -0.6% | -4.5% | -4.6% |
| 30D | -6.1% | -4.4% | -1.7% | -3.0% |
| 3M | -33.0% | +5.2% | -38.2% | -35.7% |
| 6M | -35.2% | +20.6% | -55.9% | -44.0% |
| YTD | -40.1% | +19.8% | -59.9% | -48.2% |
| 1Y | -45.6% | +24.4% | -70.0% | -54.4% |
| 3Y | -54.4% | +131.2% | -185.6% | -76.8% |
| All | -69.3% | +51.4% | -120.7% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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