+99.3%
DINO vs APTV
-56.4%
+155.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | +0.4% |
| 7D | +2.0% | -1.2% | +3.1% | +2.1% |
| 30D | +27.7% | -10.6% | +38.3% | +30.5% |
| 3M | +56.3% | -35.0% | +91.3% | +69.9% |
| 6M | +107.6% | -38.9% | +146.5% | +128.8% |
| YTD | +140.2% | -41.5% | +181.7% | +167.1% |
| 1Y | +113.0% | -45.8% | +158.8% | +141.5% |
| All | +99.3% | -56.4% | +155.8% | +109.2% |
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