-26.0%
APTV vs SUI
+118.5%
-144.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -2.7% |
| 7D | -10.2% | +6.2% | -16.4% | -13.0% |
| 30D | -10.8% | +8.6% | -19.4% | -14.9% |
| 3M | -14.8% | +1.0% | -15.8% | -15.6% |
| 6M | -30.6% | -2.6% | -28.0% | -30.3% |
| YTD | -48.2% | -0.1% | -48.0% | -48.9% |
| 1Y | -52.0% | +0.5% | -52.4% | -52.9% |
| 3Y | -47.0% | +15.3% | -62.3% | -53.2% |
| 5Y | -77.5% | -26.1% | -51.3% | -74.5% |
| All | -26.0% | +118.5% | -144.5% | -30.2% |
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