-45.8%
APTV vs RBA
-29.1%
-16.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.5% |
| 7D | -1.2% | -1.9% | +0.7% | -0.6% |
| 30D | -10.6% | -13.0% | +2.3% | -7.0% |
| 3M | -35.0% | -23.1% | -11.9% | -30.0% |
| 6M | -38.9% | -22.6% | -16.3% | -34.7% |
| YTD | -41.5% | -20.4% | -21.1% | -38.8% |
| 1Y | -45.8% | -29.6% | -16.2% | -41.2% |
| All | -45.8% | -29.1% | -16.7% | -41.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling