-44.8%
CHTR vs APTV
-44.8%
0.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.3% | +4.0% | +3.7% |
| 7D | -4.1% | -5.0% | +0.9% | -3.6% |
| 30D | -3.0% | -6.1% | +3.1% | -2.4% |
| 3M | +4.8% | -33.0% | +37.8% | +10.4% |
| 6M | -35.0% | -35.2% | +0.2% | -32.3% |
| YTD | -30.2% | -40.1% | +10.0% | -27.0% |
| 1Y | -44.8% | -45.6% | +0.8% | -38.5% |
| All | -44.8% | -44.8% | 0.0% | -38.5% |
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