-48.3%
APTV vs Q
+78.4%
-126.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.8% | -4.4% | -3.0% |
| 7D | -1.2% | +6.6% | -7.8% | -2.3% |
| 30D | -10.6% | -6.6% | -4.1% | -9.7% |
| 3M | -35.0% | -13.2% | -21.8% | -33.6% |
| 6M | -38.9% | +9.9% | -48.9% | -41.4% |
| YTD | -41.5% | +53.9% | -95.4% | -48.0% |
| All | -48.3% | +78.4% | -126.7% | -53.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling