+9.7%
O vs APTV
-53.2%
+62.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.6% | -0.7% |
| 7D | -0.4% | -1.7% | +1.4% | -0.4% |
| 30D | +7.1% | -11.6% | +18.7% | +7.2% |
| 3M | -5.2% | -21.2% | +16.0% | -5.3% |
| 6M | -1.8% | -28.5% | +26.7% | -2.3% |
| YTD | +9.1% | -49.1% | +58.1% | +6.6% |
| 1Y | +9.7% | -52.2% | +61.9% | +7.6% |
| All | +9.7% | -53.2% | +62.8% | +7.6% |
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