-35.8%
APTV vs SEI
+644.4%
-680.2%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.1% | -5.4% | -1.3% |
| 7D | -5.0% | +22.6% | -27.6% | -9.3% |
| 30D | -6.1% | +9.1% | -15.2% | -8.4% |
| 3M | -33.0% | -11.3% | -21.7% | -32.8% |
| 6M | -35.2% | +22.0% | -57.3% | -39.9% |
| YTD | -40.1% | +47.3% | -87.4% | -47.2% |
| 1Y | -45.6% | +124.8% | -170.4% | -57.0% |
| 3Y | -54.4% | +591.3% | -645.6% | -76.6% |
| 5Y | -68.9% | +1,008.2% | -1,077.1% | -87.1% |
| All | -35.8% | +644.4% | -680.2% | -73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 10y: compounded portfolio wealth divided by compounded SEI 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…
10y analysis · Full analysis span regression · 6 months rolling