-54.4%
APTV vs TROW
+11.3%
-65.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.8% | +0.4% |
| 7D | -5.0% | -3.2% | -1.8% | -3.1% |
| 30D | -6.1% | -4.6% | -1.5% | -3.4% |
| 3M | -33.0% | -0.7% | -32.3% | -33.4% |
| 6M | -35.2% | +22.2% | -57.4% | -43.8% |
| YTD | -40.1% | +6.6% | -46.8% | -43.7% |
| 1Y | -45.6% | +5.8% | -51.4% | -48.8% |
| 3Y | -54.4% | +11.6% | -66.0% | -57.2% |
| All | -54.4% | +11.3% | -65.7% | -57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling