+98.5%
DAL vs APTV
-53.8%
+152.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.1% | -1.2% | +0.5% |
| 7D | +0.1% | +4.8% | -4.7% | -1.9% |
| 30D | -13.9% | +2.0% | -15.9% | -14.9% |
| 3M | +1.1% | -34.2% | +35.3% | +20.4% |
| 6M | +26.2% | -34.7% | +60.9% | +48.8% |
| YTD | +16.4% | -37.0% | +53.4% | +39.1% |
| 1Y | +33.9% | -40.4% | +74.2% | +64.4% |
| All | +98.5% | -53.8% | +152.3% | +153.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling