+1,059.7%
APH vs DAL
+142.6%
+917.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.3% |
| 7D | +5.0% | +0.1% | +4.8% | +4.9% |
| 30D | -3.9% | -13.9% | +10.0% | +0.6% |
| 3M | +13.0% | +1.1% | +11.9% | +12.3% |
| 6M | +25.2% | +26.2% | -1.1% | +15.8% |
| YTD | +22.9% | +16.4% | +6.5% | +16.2% |
| 1Y | +47.8% | +33.9% | +14.0% | +33.1% |
| 3Y | +283.0% | +93.4% | +189.6% | +195.9% |
| 5Y | +349.7% | +106.4% | +243.3% | +229.6% |
| All | +1,059.7% | +142.6% | +917.2% | +679.3% |
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 2016-09-04 to 2026-09-04: 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling