+475.0%
DINO vs APTV
-16.1%
+491.1%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +2.3% | -5.0% | +7.3% | +4.0% |
| 30D | +22.6% | -6.1% | +28.7% | +25.1% |
| 3M | +55.2% | -33.0% | +88.2% | +75.9% |
| 6M | +93.8% | -35.2% | +129.0% | +118.3% |
| YTD | +139.5% | -40.1% | +179.7% | +176.4% |
| 1Y | +115.3% | -45.6% | +160.9% | +156.5% |
| 3Y | +98.8% | -54.4% | +153.1% | +142.5% |
| 5Y | +333.5% | -68.9% | +402.4% | +485.8% |
| All | +475.0% | -16.1% | +491.1% | +480.1% |
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 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