+113.0%
DAL vs APTV
-77.1%
+190.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.5% | -3.7% | -4.5% |
| 7D | +1.4% | -5.0% | +6.4% | +4.0% |
| 30D | +9.1% | -12.3% | +21.4% | +16.5% |
| 3M | -3.5% | -19.9% | +16.5% | +7.5% |
| 6M | +23.4% | -29.4% | +52.7% | +41.9% |
| YTD | +26.0% | -49.0% | +75.0% | +70.8% |
| 1Y | +44.6% | -53.1% | +97.7% | +105.2% |
| 3Y | +162.7% | -48.9% | +211.6% | +238.2% |
| 5Y | +113.0% | -77.2% | +190.2% | +327.8% |
| All | +113.0% | -77.1% | +190.1% | +327.8% |
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 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