-48.6%
APTV vs ROIV
+357.5%
-406.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.1% |
| 7D | -1.7% | +1.7% | -3.4% | -2.1% |
| 30D | -11.6% | +17.6% | -29.2% | -14.2% |
| 3M | -21.2% | +9.0% | -30.1% | -23.1% |
| 6M | -28.5% | +35.3% | -63.8% | -34.7% |
| YTD | -49.1% | +82.2% | -131.2% | -57.7% |
| 1Y | -52.2% | +92.3% | -144.5% | -61.1% |
| 3Y | -48.6% | +336.8% | -385.4% | -69.5% |
| All | -48.6% | +357.5% | -406.2% | -69.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling