-7.8%
NVTS vs APTV
-70.9%
+63.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.1% | +3.3% | +3.9% |
| 7D | +2.7% | +4.8% | -2.1% | -1.1% |
| 30D | -4.5% | +2.0% | -6.5% | -6.0% |
| 3M | -61.5% | -34.2% | -27.3% | -46.7% |
| 6M | +28.0% | -34.7% | +62.6% | +74.3% |
| YTD | +65.3% | -37.0% | +102.2% | +126.2% |
| 1Y | +113.0% | -40.4% | +153.4% | +204.4% |
| 3Y | +34.7% | -54.1% | +88.8% | +136.2% |
| All | -7.8% | -70.9% | +63.0% | +118.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling