+26.2%
MAR vs APTV
-39.9%
+66.1%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -2.9% | -0.4% |
| 7D | -4.2% | +4.8% | -9.0% | -4.9% |
| 30D | -6.7% | +2.0% | -8.7% | -7.1% |
| 3M | -12.5% | -34.2% | +21.8% | -5.1% |
| 6M | +0.6% | -34.7% | +35.2% | +9.5% |
| YTD | +9.1% | -37.0% | +46.1% | +19.3% |
| 1Y | +26.2% | -40.4% | +66.6% | +38.4% |
| All | +26.2% | -39.9% | +66.1% | +38.4% |
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