-70.1%
APTV vs DG
-39.5%
-30.6%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.6% | -0.1% | -2.3% |
| 7D | -1.2% | -4.8% | +3.7% | -0.3% |
| 30D | -10.6% | +1.8% | -12.4% | -10.9% |
| 3M | -35.0% | +14.5% | -49.5% | -36.5% |
| 6M | -38.9% | -13.6% | -25.3% | -37.9% |
| YTD | -41.5% | -4.8% | -36.7% | -41.3% |
| 1Y | -45.8% | +21.6% | -67.4% | -47.8% |
| 3Y | -55.7% | +4.5% | -60.2% | -57.2% |
| 5Y | -70.1% | -38.5% | -31.7% | -65.9% |
| All | -70.1% | -39.5% | -30.6% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 2021-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded DG 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling