+193.5%
APTV vs SPXU
-100.0%
+293.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.3% | +1.8% | +3.6% |
| 7D | +4.8% | -0.1% | +4.9% | +4.8% |
| 30D | +2.0% | +0.8% | +1.2% | +2.6% |
| 3M | -34.2% | -4.7% | -29.5% | -35.0% |
| 6M | -34.7% | -29.6% | -5.0% | -43.0% |
| YTD | -37.0% | -29.9% | -7.1% | -44.7% |
| 1Y | -40.4% | -39.1% | -1.3% | -50.4% |
| 3Y | -54.1% | -80.0% | +25.9% | -73.6% |
| 5Y | -68.0% | -86.0% | +18.0% | -80.1% |
| 10Y | -15.5% | -99.5% | +84.0% | -79.9% |
| All | +193.5% | -100.0% | +293.4% | -68.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling