-68.0%
APTV vs ROIV
+270.3%
-338.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +6.2% | -9.6% | -4.2% |
| 7D | -10.2% | +5.3% | -15.6% | -10.8% |
| 30D | -10.8% | +11.9% | -22.7% | -12.1% |
| 3M | -14.8% | +10.7% | -25.5% | -16.4% |
| 6M | -30.6% | +34.9% | -65.5% | -34.0% |
| YTD | -48.2% | +79.2% | -127.3% | -52.8% |
| 1Y | -52.0% | +89.0% | -141.0% | -56.7% |
| 3Y | -47.0% | +337.3% | -384.4% | -57.5% |
| 5Y | -77.5% | +402.3% | -479.8% | -84.6% |
| All | -68.0% | +270.3% | -338.2% | -77.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling