+1,115.7%
BNY vs APTV
+180.7%
+935.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.6% | -0.8% |
| 7D | -1.1% | -1.8% | +0.7% | -0.5% |
| 30D | +1.4% | -7.9% | +9.3% | +4.0% |
| 3M | +16.8% | -29.9% | +46.7% | +29.9% |
| 6M | +42.0% | -36.6% | +78.6% | +60.9% |
| YTD | +41.9% | -40.0% | +81.9% | +63.1% |
| 1Y | +59.2% | -44.0% | +103.2% | +86.9% |
| 3Y | +290.9% | -54.5% | +345.4% | +373.0% |
| 5Y | +259.0% | -68.8% | +327.8% | +381.2% |
| 10Y | +413.0% | -16.9% | +430.0% | +317.7% |
| All | +1,115.7% | +180.7% | +935.0% | +364.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling