-9.5%
LVS vs APTV
-48.7%
+39.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.8% | +2.7% |
| 7D | -0.8% | -1.7% | +0.9% | -0.3% |
| 30D | +10.0% | -11.6% | +21.6% | +13.8% |
| 3M | -11.0% | -21.2% | +10.2% | -5.1% |
| 6M | -20.1% | -28.5% | +8.4% | -14.5% |
| YTD | -36.3% | -49.1% | +12.7% | -24.4% |
| 1Y | -36.8% | -52.2% | +15.4% | -23.3% |
| 3Y | -9.5% | -48.6% | +39.1% | +0.1% |
| All | -9.5% | -48.7% | +39.2% | +0.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling