+268.0%
APH vs DAL
+103.7%
+164.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.3% | -5.0% | -7.9% |
| 7D | -12.7% | +4.6% | -17.3% | -14.1% |
| 30D | -19.2% | +2.3% | -21.5% | -20.0% |
| 3M | -16.7% | -8.1% | -8.6% | -14.6% |
| 6M | +5.1% | +21.4% | -16.3% | -1.8% |
| YTD | +6.6% | +24.3% | -17.8% | -2.0% |
| 1Y | +3.9% | +47.4% | -43.5% | -9.6% |
| 3Y | +246.0% | +164.6% | +81.4% | +133.9% |
| 5Y | +268.0% | +100.2% | +167.8% | +159.7% |
| All | +268.0% | +103.7% | +164.3% | +159.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling