-46.9%
APTV vs Q
+75.3%
-122.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.3% | -7.0% | -5.0% |
| 7D | +2.0% | +6.7% | -4.8% | +0.8% |
| 30D | -7.7% | -10.6% | +2.9% | -6.0% |
| 3M | -34.0% | -14.6% | -19.4% | -32.4% |
| 6M | -37.1% | +12.1% | -49.2% | -40.0% |
| YTD | -39.9% | +51.3% | -91.2% | -46.4% |
| All | -46.9% | +75.3% | -122.2% | -52.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling