+57.4%
MAR vs APTV
-46.4%
+103.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.6% | +1.3% |
| 7D | +7.7% | -1.9% | +9.6% | +8.0% |
| 30D | +19.4% | -1.4% | +20.8% | +19.6% |
| 3M | +23.3% | -9.3% | +32.7% | +25.0% |
| 6M | +22.8% | -27.3% | +50.2% | +26.9% |
| YTD | +37.8% | -43.1% | +80.9% | +52.2% |
| 1Y | +57.4% | -46.5% | +103.9% | +79.4% |
| All | +57.4% | -46.4% | +103.7% | +79.4% |
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