-68.2%
APTV vs URA
+128.0%
-196.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.3% | +2.8% |
| 7D | +4.8% | +1.1% | +3.7% | +4.5% |
| 30D | +2.0% | +7.4% | -5.4% | -0.3% |
| 3M | -34.2% | -8.4% | -25.9% | -32.9% |
| 6M | -34.7% | -12.7% | -21.9% | -32.9% |
| YTD | -37.0% | +7.8% | -44.8% | -40.3% |
| 1Y | -40.4% | +19.5% | -59.9% | -46.5% |
| 3Y | -54.1% | +116.4% | -170.5% | -68.9% |
| All | -68.2% | +128.0% | -196.2% | -80.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling