+761.2%
DINO vs APTV
+180.9%
+580.2%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.6% | +7.4% | +4.4% |
| 7D | +4.2% | +2.0% | +2.2% | +3.3% |
| 30D | +33.9% | -7.7% | +41.6% | +37.4% |
| 3M | +50.5% | -34.0% | +84.5% | +71.9% |
| 6M | +95.2% | -37.1% | +132.3% | +122.8% |
| YTD | +140.6% | -39.9% | +180.5% | +178.1% |
| 1Y | +119.0% | -44.4% | +163.4% | +159.6% |
| 3Y | +100.4% | -54.5% | +154.9% | +145.7% |
| 5Y | +324.6% | -69.1% | +393.7% | +477.4% |
| 10Y | +485.3% | -20.0% | +505.3% | +413.0% |
| All | +761.2% | +180.9% | +580.2% | +280.9% |
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