-19.1%
APTV vs DAR
+364.6%
-383.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -3.0% |
| 7D | -1.2% | -0.2% | -1.0% | -1.3% |
| 30D | -10.6% | +7.4% | -18.1% | -14.2% |
| 3M | -35.0% | +15.7% | -50.7% | -40.4% |
| 6M | -38.9% | +30.0% | -68.9% | -47.6% |
| YTD | -41.5% | +87.5% | -129.0% | -58.3% |
| 1Y | -45.8% | +113.4% | -159.2% | -64.4% |
| 3Y | -55.7% | +15.3% | -71.0% | -62.3% |
| 5Y | -70.1% | -4.3% | -65.8% | -73.3% |
| 10Y | -19.1% | +380.2% | -399.2% | -72.8% |
| All | -19.1% | +364.6% | -383.7% | -72.8% |
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