+883.4%
APH vs DAL
+127.0%
+756.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.2% | +2.0% | +3.5% |
| 7D | -5.9% | +8.8% | -14.7% | -8.5% |
| 30D | -14.8% | +5.4% | -20.2% | -16.4% |
| 3M | -12.4% | -4.9% | -7.5% | -11.3% |
| 6M | +8.1% | +19.8% | -11.8% | +1.6% |
| YTD | +10.9% | +27.0% | -16.0% | +1.9% |
| 1Y | +8.8% | +52.5% | -43.7% | -5.7% |
| 3Y | +262.1% | +173.8% | +88.2% | +151.2% |
| 5Y | +283.1% | +104.5% | +178.6% | +181.4% |
| All | +883.4% | +127.0% | +756.4% | +604.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling