+930.0%
APH vs DAL
+108.0%
+822.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | +4.9% | -1.1% | +6.0% | +5.2% |
| 30D | -5.4% | +12.8% | -18.2% | -9.1% |
| 3M | -5.5% | -5.3% | -0.2% | -4.1% |
| 6M | +25.9% | +22.4% | +3.6% | +17.7% |
| YTD | +16.4% | +25.6% | -9.2% | +7.2% |
| 1Y | +16.5% | +45.5% | -29.0% | +2.5% |
| 3Y | +270.9% | +161.0% | +109.9% | +161.1% |
| 5Y | +289.5% | +112.2% | +177.3% | +183.1% |
| All | +930.0% | +108.0% | +822.0% | +635.4% |
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