-55.8%
FIG vs APTV
-39.9%
-15.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.1% | -7.4% | -4.3% |
| 7D | -16.3% | +4.8% | -21.1% | -16.2% |
| 30D | -14.3% | +2.0% | -16.3% | -14.2% |
| 3M | +7.2% | -34.2% | +41.4% | +11.5% |
| 6M | -18.6% | -34.7% | +16.0% | -13.2% |
| YTD | -35.5% | -37.0% | +1.5% | -31.5% |
| 1Y | -55.8% | -40.4% | -15.4% | -56.3% |
| All | -55.8% | -39.9% | -15.9% | -56.3% |
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