-54.5%
APTV vs URA
+121.0%
-175.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +3.1% | -7.8% | -5.3% |
| 7D | +2.0% | +8.1% | -6.1% | +0.3% |
| 30D | -7.7% | +5.8% | -13.5% | -9.0% |
| 3M | -34.0% | +3.4% | -37.4% | -34.8% |
| 6M | -37.1% | -2.6% | -34.5% | -37.3% |
| YTD | -39.9% | +11.2% | -51.1% | -42.3% |
| 1Y | -44.4% | +19.8% | -64.3% | -48.3% |
| 3Y | -54.5% | +121.5% | -175.9% | -65.8% |
| All | -54.5% | +121.0% | -175.5% | -65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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