-5.2%
DASH vs APTV
-68.4%
+63.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.3% | +1.5% |
| 7D | +0.4% | -10.2% | +10.6% | +5.9% |
| 30D | -6.0% | -10.8% | +4.8% | -0.6% |
| 3M | -15.8% | -14.8% | -0.9% | -9.4% |
| 6M | +7.0% | -30.6% | +37.5% | +22.6% |
| YTD | -20.7% | -48.2% | +27.5% | +4.2% |
| 1Y | -8.5% | -52.0% | +43.4% | +24.9% |
| 3Y | +101.8% | -47.0% | +148.8% | +134.7% |
| 5Y | -9.6% | -77.5% | +67.9% | +69.5% |
| All | -5.2% | -68.4% | +63.2% | +34.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling