-42.9%
APTV vs DBX
+20.9%
-63.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.3% | +1.3% | +2.2% |
| 7D | -1.8% | -1.8% | 0.0% | -1.2% |
| 30D | -7.9% | +2.8% | -10.8% | -9.0% |
| 3M | -29.9% | +26.8% | -56.7% | -36.0% |
| 6M | -36.6% | +32.8% | -69.4% | -43.8% |
| YTD | -40.0% | +26.1% | -66.0% | -45.9% |
| 1Y | -44.0% | +14.1% | -58.1% | -48.0% |
| 3Y | -54.5% | +25.7% | -80.2% | -60.8% |
| 5Y | -68.8% | +11.2% | -80.0% | -72.8% |
| All | -42.9% | +20.9% | -63.7% | -57.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling