+1,873.7%
APH vs DAL
+329.9%
+1,543.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.8% | -50.6% | -48.5% |
| 7D | -48.7% | -1.2% | -47.5% | -48.9% |
| 30D | -51.9% | -13.9% | -38.0% | -50.5% |
| 3M | -43.6% | +1.1% | -44.6% | -44.2% |
| 6M | -37.5% | +26.2% | -63.8% | -41.6% |
| YTD | -38.6% | +16.4% | -55.1% | -41.6% |
| 1Y | -26.3% | +33.9% | -60.2% | -32.6% |
| 3Y | +89.2% | +93.4% | -4.2% | +54.2% |
| 5Y | +119.8% | +106.4% | +13.5% | +72.4% |
| 10Y | +454.3% | +143.0% | +311.3% | +292.9% |
| All | +1,873.7% | +329.9% | +1,543.8% | +889.7% |
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 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