+132.2%
DAL vs APTV
-15.9%
+148.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.1% | -1.2% | +0.2% |
| 7D | +0.1% | +4.8% | -4.7% | -2.3% |
| 30D | -13.9% | +2.0% | -15.9% | -15.1% |
| 3M | +1.1% | -34.2% | +35.3% | +23.6% |
| 6M | +26.2% | -34.7% | +60.9% | +52.1% |
| YTD | +16.4% | -37.0% | +53.4% | +42.4% |
| 1Y | +33.9% | -40.4% | +74.2% | +68.6% |
| 3Y | +93.4% | -54.1% | +147.5% | +167.8% |
| 5Y | +106.4% | -68.0% | +174.4% | +234.0% |
| All | +132.2% | -15.9% | +148.1% | +128.9% |
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