-28.3%
APTV vs DAR
+311.7%
-340.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.7% |
| 7D | -1.7% | +11.6% | -13.3% | -6.9% |
| 30D | -11.6% | -10.2% | -1.3% | -7.3% |
| 3M | -21.2% | -14.8% | -6.4% | -16.1% |
| 6M | -28.5% | -10.1% | -18.4% | -26.6% |
| YTD | -49.1% | +55.5% | -104.6% | -60.7% |
| 1Y | -52.2% | +61.7% | -113.9% | -63.9% |
| 3Y | -48.6% | +37.2% | -85.8% | -60.9% |
| 5Y | -77.3% | -26.9% | -50.3% | -76.7% |
| All | -28.3% | +311.7% | -340.0% | -74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling