+2.2%
APD vs DBX
+38.5%
-36.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -1.6% |
| 7D | -3.7% | -4.4% | +0.7% | -3.8% |
| 30D | +9.6% | +4.8% | +4.8% | +9.9% |
| 3M | +1.6% | +0.3% | +1.3% | +1.7% |
| 6M | +2.2% | +40.4% | -38.2% | +4.8% |
| All | +2.2% | +38.5% | -36.3% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 6mo: compounded portfolio wealth divided by compounded DBX 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…
6mo analysis · Full analysis span regression · 6 months rolling