+122.8%
DAL vs APTV
-28.3%
+151.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.5% | +5.6% | +3.9% |
| 7D | +8.8% | -10.2% | +19.0% | +14.9% |
| 30D | +5.4% | -10.8% | +16.2% | +11.7% |
| 3M | -4.9% | -14.8% | +9.9% | +2.5% |
| 6M | +19.8% | -30.6% | +50.4% | +40.0% |
| YTD | +27.0% | -48.2% | +75.2% | +71.3% |
| 1Y | +52.5% | -52.0% | +104.4% | +114.2% |
| 3Y | +173.8% | -47.0% | +220.9% | +249.5% |
| 5Y | +104.5% | -77.5% | +182.0% | +298.7% |
| All | +122.8% | -28.3% | +151.1% | +142.8% |
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