+317.4%
DINO vs APTV
-69.3%
+386.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +2.3% | -5.0% | +7.3% | +3.5% |
| 30D | +22.6% | -6.1% | +28.7% | +24.4% |
| 3M | +55.2% | -33.0% | +88.2% | +70.6% |
| 6M | +93.8% | -35.2% | +129.0% | +112.8% |
| YTD | +139.5% | -40.1% | +179.7% | +168.4% |
| 1Y | +115.3% | -45.6% | +160.9% | +147.6% |
| 3Y | +98.8% | -54.4% | +153.1% | +131.5% |
| All | +317.4% | -69.3% | +386.7% | +403.4% |
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