-54.5%
APTV vs DAR
+14.9%
-69.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.9% | -7.6% | -5.5% |
| 7D | +2.0% | -0.9% | +2.8% | +2.1% |
| 30D | -7.7% | +13.0% | -20.7% | -11.3% |
| 3M | -34.0% | +15.0% | -49.0% | -37.3% |
| 6M | -37.1% | +26.8% | -63.9% | -42.5% |
| YTD | -39.9% | +86.4% | -126.3% | -51.9% |
| 1Y | -44.4% | +115.1% | -159.5% | -57.9% |
| 3Y | -54.5% | +14.6% | -69.1% | -60.7% |
| All | -54.5% | +14.9% | -69.3% | -60.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling