-52.2%
APTV vs S
+30.9%
-83.1%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -1.7% | +2.0% | -3.7% | -1.8% |
| 30D | -11.6% | -2.7% | -8.9% | -11.5% |
| 3M | -21.2% | -6.9% | -14.3% | -21.0% |
| 6M | -28.5% | +38.1% | -66.6% | -30.0% |
| YTD | -49.1% | +48.0% | -97.1% | -51.2% |
| 1Y | -52.2% | +34.5% | -86.7% | -53.7% |
| All | -52.2% | +30.9% | -83.1% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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