-69.3%
APTV vs DKS
+14.7%
-84.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -1.2% |
| 7D | -5.0% | -2.0% | -3.0% | -4.3% |
| 30D | -6.1% | -32.7% | +26.7% | +6.1% |
| 3M | -33.0% | -38.8% | +5.8% | -21.7% |
| 6M | -35.2% | -29.4% | -5.8% | -28.5% |
| YTD | -40.1% | -30.3% | -9.8% | -33.7% |
| 1Y | -45.6% | -39.6% | -6.0% | -36.7% |
| 3Y | -54.4% | +32.2% | -86.5% | -63.1% |
| All | -69.3% | +14.7% | -84.0% | -76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 5y: compounded portfolio wealth divided by compounded DKS 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…
5y analysis · Full analysis span regression · 6 months rolling