-25.3%
APTV vs DAR
+271.3%
-296.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +1.0% | 0.0% |
| 7D | -4.3% | -3.8% | -0.5% | -2.6% |
| 30D | -9.7% | -14.4% | +4.8% | -3.1% |
| 3M | -20.6% | -17.9% | -2.6% | -13.9% |
| 6M | -31.7% | -18.3% | -13.4% | -26.5% |
| YTD | -48.0% | +43.2% | -91.2% | -58.2% |
| 1Y | -52.1% | +57.7% | -109.8% | -63.4% |
| 3Y | -47.9% | +22.7% | -70.6% | -58.0% |
| 5Y | -76.9% | -34.0% | -42.9% | -75.1% |
| All | -25.3% | +271.3% | -296.6% | -72.1% |
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