-40.4%
APTV vs TROW
+0.2%
-40.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.0% | +3.4% |
| 7D | +4.8% | -1.3% | +6.1% | +5.3% |
| 30D | +2.0% | -4.5% | +6.5% | +3.7% |
| 3M | -34.2% | +3.9% | -38.1% | -35.6% |
| 6M | -34.7% | +22.6% | -57.2% | -40.8% |
| YTD | -37.0% | +10.1% | -47.1% | -41.4% |
| 1Y | -40.4% | +3.6% | -44.0% | -44.3% |
| All | -40.4% | +0.2% | -40.6% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling