-69.1%
APTV vs SBAC
-43.9%
-25.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.2% | -4.5% |
| 7D | +2.0% | -0.1% | +2.0% | +2.0% |
| 30D | -7.7% | +3.2% | -10.9% | -8.4% |
| 3M | -34.0% | -5.1% | -29.0% | -33.4% |
| 6M | -37.1% | -2.1% | -35.0% | -37.7% |
| YTD | -39.9% | -0.5% | -39.4% | -41.0% |
| 1Y | -44.4% | +1.1% | -45.6% | -45.9% |
| 3Y | -54.5% | -7.4% | -47.1% | -55.5% |
| 5Y | -69.1% | -44.3% | -24.8% | -64.1% |
| All | -69.1% | -43.9% | -25.2% | -64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 5y: compounded portfolio wealth divided by compounded SBAC 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…
5y analysis · Full analysis span regression · 6 months rolling