+105.8%
DAL vs APTV
-67.9%
+173.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.1% | -1.2% | +0.3% |
| 7D | +0.1% | +4.8% | -4.7% | -2.2% |
| 30D | -13.9% | +2.0% | -15.9% | -15.0% |
| 3M | +1.1% | -34.2% | +35.3% | +23.1% |
| 6M | +26.2% | -34.7% | +60.9% | +51.6% |
| YTD | +16.4% | -37.0% | +53.4% | +41.9% |
| 1Y | +33.9% | -40.4% | +74.2% | +68.1% |
| 3Y | +93.4% | -54.1% | +147.5% | +167.5% |
| All | +105.8% | -67.9% | +173.7% | +227.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling