-44.4%
APTV vs ROIV
+221.6%
-266.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +18.8% | -23.4% | -5.6% |
| 7D | +2.0% | +20.2% | -18.2% | +0.9% |
| 30D | -7.7% | +14.1% | -21.9% | -8.3% |
| 3M | -34.0% | +45.6% | -79.6% | -36.8% |
| 6M | -37.1% | +44.1% | -81.2% | -40.2% |
| YTD | -39.9% | +91.2% | -131.1% | -44.9% |
| 1Y | -44.4% | +221.3% | -265.7% | -51.4% |
| All | -44.4% | +221.6% | -266.0% | -51.4% |
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