-54.0%
APTV vs Q
+75.8%
-129.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.7% |
| 7D | -4.3% | +4.0% | -8.3% | -4.9% |
| 30D | -9.7% | -2.3% | -7.3% | -9.5% |
| 3M | -20.6% | -7.9% | -12.6% | -19.8% |
| 6M | -31.7% | -16.0% | -15.7% | -30.1% |
| YTD | -48.0% | +51.7% | -99.7% | -53.8% |
| 1Y | -52.1% | +28.3% | -80.4% | -56.9% |
| All | -54.0% | +75.8% | -129.9% | -58.8% |
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