-40.4%
APTV vs WCN
-8.7%
-31.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.2% | +4.2% | +2.9% |
| 7D | +4.8% | -0.6% | +5.4% | +4.7% |
| 30D | +2.0% | +0.4% | +1.6% | +2.1% |
| 3M | -34.2% | +7.3% | -41.6% | -33.3% |
| 6M | -34.7% | -2.5% | -32.2% | -33.9% |
| YTD | -37.0% | -5.4% | -31.6% | -36.3% |
| 1Y | -40.4% | -8.5% | -31.9% | -36.5% |
| All | -40.4% | -8.7% | -31.7% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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