-44.3%
APTV vs Q
+71.3%
-115.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +2.8% |
| 7D | +4.8% | +0.2% | +4.6% | +4.8% |
| 30D | +2.0% | -11.1% | +13.1% | +4.0% |
| 3M | -34.2% | -22.1% | -12.1% | -31.3% |
| 6M | -34.7% | +0.5% | -35.1% | -36.2% |
| YTD | -37.0% | +47.8% | -84.8% | -43.6% |
| All | -44.3% | +71.3% | -115.6% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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