+179.9%
APTV vs TRI
+418.2%
-238.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -6.5% | +1.9% | -2.0% |
| 7D | +2.0% | -7.1% | +9.1% | +4.8% |
| 30D | -7.7% | -2.3% | -5.4% | -7.3% |
| 3M | -34.0% | +19.6% | -53.6% | -40.8% |
| 6M | -37.1% | -8.7% | -28.4% | -37.1% |
| YTD | -39.9% | -22.3% | -17.6% | -35.5% |
| 1Y | -44.4% | -40.7% | -3.8% | -30.5% |
| 3Y | -54.5% | -17.8% | -36.7% | -55.3% |
| 5Y | -69.1% | -8.5% | -60.6% | -72.2% |
| 10Y | -20.0% | +192.6% | -212.6% | -65.2% |
| All | +179.9% | +418.2% | -238.3% | -11.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling