-44.0%
APTV vs SMTC
+153.7%
-197.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.9% | +5.6% | +2.8% |
| 7D | -1.8% | +17.5% | -19.3% | -3.0% |
| 30D | -7.9% | +21.3% | -29.2% | -9.5% |
| 3M | -29.9% | +3.1% | -33.1% | -29.9% |
| 6M | -36.6% | +81.7% | -118.3% | -40.7% |
| YTD | -40.0% | +115.9% | -155.9% | -45.4% |
| 1Y | -44.0% | +157.8% | -201.8% | -49.7% |
| All | -44.0% | +153.7% | -197.7% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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