+125.6%
DAL vs APTV
-25.9%
+151.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.9% |
| 7D | +10.7% | -4.3% | +15.0% | +13.3% |
| 30D | +12.5% | -9.7% | +22.2% | +18.5% |
| 3M | +3.6% | -20.6% | +24.2% | +16.3% |
| 6M | +26.7% | -31.7% | +58.4% | +49.5% |
| YTD | +34.3% | -48.0% | +82.3% | +81.0% |
| 1Y | +59.1% | -52.1% | +111.2% | +124.2% |
| 3Y | +179.9% | -47.9% | +227.7% | +261.0% |
| 5Y | +119.1% | -76.9% | +196.1% | +323.0% |
| 10Y | +125.6% | -26.7% | +152.4% | +137.5% |
| All | +125.6% | -25.9% | +151.5% | +137.5% |
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