-20.0%
APTV vs SUI
+104.3%
-124.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.5% | -3.1% | -3.8% |
| 7D | +2.0% | -3.1% | +5.1% | +3.7% |
| 30D | -7.7% | -2.3% | -5.4% | -6.6% |
| 3M | -34.0% | -2.8% | -31.2% | -33.3% |
| 6M | -37.1% | -12.4% | -24.7% | -33.0% |
| YTD | -39.9% | -3.3% | -36.6% | -39.5% |
| 1Y | -44.4% | -5.8% | -38.6% | -43.5% |
| 3Y | -54.5% | +12.5% | -67.0% | -59.3% |
| 5Y | -69.1% | -32.9% | -36.3% | -63.1% |
| 10Y | -20.0% | +104.4% | -124.4% | -26.9% |
| All | -20.0% | +104.3% | -124.3% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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