+29.9%
AAPL vs DAL
+57.1%
-27.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +7.2% | -1.9% | +4.2% |
| 7D | +1.7% | +11.1% | -9.4% | 0.0% |
| 30D | +5.0% | +7.7% | -2.7% | +3.8% |
| 3M | +13.1% | -3.5% | +16.6% | +13.8% |
| 6M | +26.5% | +31.3% | -4.8% | +19.1% |
| YTD | +28.9% | +30.0% | -1.1% | +21.0% |
| 1Y | +29.9% | +62.1% | -32.2% | +19.1% |
| All | +29.9% | +57.1% | -27.2% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 1y: compounded portfolio wealth divided by compounded DAL 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…
1y analysis · Full analysis span regression · 6 months rolling