-54.2%
APTV vs TRI
-20.3%
-33.9%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.3% | +4.0% | +2.7% |
| 7D | -1.8% | -14.4% | +12.6% | -1.2% |
| 30D | -7.9% | -8.1% | +0.2% | -7.6% |
| 3M | -29.9% | +17.5% | -47.5% | -31.0% |
| 6M | -36.6% | -5.0% | -31.6% | -35.7% |
| YTD | -40.0% | -24.7% | -15.3% | -35.9% |
| 1Y | -44.0% | -41.5% | -2.5% | -36.0% |
| All | -54.2% | -20.3% | -33.9% | -46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 3y: compounded portfolio wealth divided by compounded TRI 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…
3y analysis · Full analysis span regression · 6 months rolling