-10.6%
BA vs APTV
-46.4%
+35.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.5% | +1.4% |
| 7D | +5.9% | -1.9% | +7.8% | +6.2% |
| 30D | -8.2% | -1.4% | -6.7% | -8.0% |
| 3M | -25.4% | -9.3% | -16.0% | -24.4% |
| 6M | -20.0% | -27.3% | +7.3% | -17.9% |
| YTD | -18.5% | -43.1% | +24.7% | -13.2% |
| 1Y | -10.6% | -46.5% | +35.9% | -3.1% |
| All | -10.6% | -46.4% | +35.7% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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