+234.1%
TER vs APTV
-45.8%
+279.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.7% | +5.8% | +4.0% |
| 7D | +12.4% | -1.2% | +13.5% | +12.6% |
| 30D | +5.1% | -10.6% | +15.8% | +9.2% |
| 3M | +4.0% | -35.0% | +39.0% | +24.2% |
| 6M | +29.5% | -38.9% | +68.4% | +57.9% |
| YTD | +98.5% | -41.5% | +140.0% | +139.8% |
| 1Y | +234.1% | -45.8% | +279.9% | +313.4% |
| All | +234.1% | -45.8% | +279.9% | +313.4% |
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