+193.5%
APTV vs DRI
+726.2%
-532.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.3% |
| 7D | +4.8% | +0.6% | +4.2% | +4.5% |
| 30D | +2.0% | +3.8% | -1.8% | -0.2% |
| 3M | -34.2% | +13.0% | -47.3% | -38.6% |
| 6M | -34.7% | +8.3% | -43.0% | -37.8% |
| YTD | -37.0% | +20.6% | -57.6% | -43.6% |
| 1Y | -40.4% | +6.5% | -46.9% | -43.4% |
| 3Y | -54.1% | +53.7% | -107.8% | -64.9% |
| 5Y | -68.0% | +72.7% | -140.7% | -77.0% |
| 10Y | -15.5% | +363.2% | -378.7% | -65.5% |
| All | +193.5% | +726.2% | -532.7% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 all: compounded portfolio wealth divided by compounded DRI 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…
all analysis · Full analysis span regression · 6 months rolling