+422.0%
DLR vs APTV
+194.6%
+227.4%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.1% | -2.7% | -0.2% |
| 7D | +1.6% | +4.8% | -3.2% | +0.8% |
| 30D | -3.4% | +2.0% | -5.4% | -3.8% |
| 3M | +0.5% | -34.2% | +34.7% | +7.0% |
| 6M | +4.6% | -34.7% | +39.2% | +10.8% |
| YTD | +23.4% | -37.0% | +60.4% | +31.3% |
| 1Y | +19.0% | -40.4% | +59.4% | +27.5% |
| 3Y | +56.5% | -54.1% | +110.6% | +71.4% |
| 5Y | +33.3% | -68.0% | +101.3% | +50.3% |
| 10Y | +165.1% | -15.5% | +180.7% | +148.1% |
| All | +422.0% | +194.6% | +227.4% | +266.9% |
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