-46.5%
APTV vs ROIV
+97.8%
-144.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.1% | -1.4% | +4.4% |
| 7D | -1.9% | +3.0% | -4.9% | -2.0% |
| 30D | -1.4% | +6.8% | -8.3% | -1.7% |
| 3M | -9.3% | +10.5% | -19.9% | -10.1% |
| 6M | -27.3% | +34.8% | -62.1% | -30.9% |
| YTD | -43.1% | +76.2% | -119.3% | -48.5% |
| 1Y | -46.5% | +92.4% | -138.9% | -53.2% |
| All | -46.5% | +97.8% | -144.3% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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