+56.9%
BNY vs APTV
-44.8%
+101.7%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | +0.1% |
| 7D | -1.3% | -5.0% | +3.7% | -0.9% |
| 30D | -0.2% | -6.1% | +5.9% | +0.3% |
| 3M | +14.9% | -33.0% | +47.9% | +19.3% |
| 6M | +40.0% | -35.2% | +75.2% | +46.1% |
| YTD | +42.0% | -40.1% | +82.1% | +49.9% |
| 1Y | +56.9% | -45.6% | +102.5% | +67.6% |
| All | +56.9% | -44.8% | +101.7% | +67.6% |
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