-46.9%
APTV vs Q
+75.4%
-122.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.4% | +2.9% |
| 7D | -1.8% | +4.1% | -5.9% | -2.5% |
| 30D | -7.9% | -10.7% | +2.8% | -6.2% |
| 3M | -29.9% | -11.7% | -18.2% | -28.8% |
| 6M | -36.6% | +8.3% | -44.9% | -39.1% |
| YTD | -40.0% | +51.3% | -91.3% | -46.5% |
| All | -46.9% | +75.4% | -122.3% | -52.3% |
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