-19.1%
APTV vs RBA
+189.2%
-208.3%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.4% |
| 7D | -1.2% | -1.9% | +0.7% | -0.3% |
| 30D | -10.6% | -13.0% | +2.3% | -5.5% |
| 3M | -35.0% | -23.1% | -11.9% | -28.0% |
| 6M | -38.9% | -22.6% | -16.3% | -32.8% |
| YTD | -41.5% | -20.4% | -21.1% | -36.8% |
| 1Y | -45.8% | -29.6% | -16.2% | -38.4% |
| 3Y | -55.7% | +26.6% | -82.3% | -62.1% |
| 5Y | -70.1% | +38.2% | -108.3% | -76.5% |
| 10Y | -19.1% | +194.7% | -213.8% | -58.6% |
| All | -19.1% | +189.2% | -208.3% | -58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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