+3,567.4%
APH vs DAL
+359.0%
+3,208.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.3% | -5.0% | -8.3% |
| 7D | -12.7% | +4.6% | -17.3% | -13.8% |
| 30D | -19.2% | +2.3% | -21.5% | -19.8% |
| 3M | -16.7% | -8.1% | -8.6% | -15.1% |
| 6M | +5.1% | +21.4% | -16.3% | -0.2% |
| YTD | +6.6% | +24.3% | -17.8% | +0.1% |
| 1Y | +3.9% | +47.4% | -43.5% | -6.5% |
| 3Y | +246.0% | +164.6% | +81.4% | +162.8% |
| 5Y | +268.0% | +100.2% | +167.8% | +192.1% |
| 10Y | +868.2% | +124.9% | +743.3% | +599.7% |
| All | +3,567.4% | +359.0% | +3,208.3% | +1,716.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling