-68.8%
APTV vs SPXU
-85.5%
+16.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.8% | +0.8% | +3.5% |
| 7D | -1.8% | +6.4% | -8.2% | +1.1% |
| 30D | -7.9% | +5.9% | -13.9% | -5.2% |
| 3M | -29.9% | -11.7% | -18.3% | -33.5% |
| 6M | -36.6% | -28.7% | -7.9% | -44.6% |
| YTD | -40.0% | -26.4% | -13.6% | -46.3% |
| 1Y | -44.0% | -35.2% | -8.8% | -52.3% |
| 3Y | -54.5% | -79.8% | +25.3% | -74.7% |
| 5Y | -68.8% | -86.1% | +17.3% | -81.3% |
| All | -68.8% | -85.5% | +16.7% | -81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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