+128.1%
DAL vs APTV
-26.1%
+154.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.2% | +4.1% | +4.7% |
| 7D | +10.0% | -9.8% | +19.8% | +15.9% |
| 30D | +12.0% | -8.9% | +20.9% | +17.5% |
| 3M | +0.8% | -19.5% | +20.2% | +12.2% |
| 6M | +26.2% | -31.1% | +57.3% | +48.2% |
| YTD | +33.7% | -47.5% | +81.2% | +79.4% |
| 1Y | +57.6% | -52.3% | +109.9% | +122.6% |
| 3Y | +183.5% | -45.2% | +228.7% | +255.7% |
| 5Y | +114.2% | -76.9% | +191.0% | +313.0% |
| 10Y | +128.1% | -25.1% | +153.2% | +137.8% |
| All | +128.1% | -26.1% | +154.3% | +137.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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