-51.7%
APTV vs ROIV
+101.7%
-153.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.6% | -3.4% | +1.0% |
| 7D | -9.8% | +13.3% | -23.1% | -10.2% |
| 30D | -8.9% | +14.8% | -23.6% | -9.4% |
| 3M | -19.5% | +11.9% | -31.4% | -19.9% |
| 6M | -31.1% | +42.4% | -73.5% | -34.6% |
| YTD | -47.5% | +87.4% | -135.0% | -52.7% |
| All | -51.7% | +101.7% | -153.4% | -56.8% |
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