+333.0%
APP vs DAL
+106.7%
+226.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.8% | +0.4% | +1.3% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | -23.3% | -13.9% | -9.3% | -17.0% |
| 3M | -42.6% | +1.1% | -43.7% | -43.3% |
| 6M | -33.6% | +26.2% | -59.8% | -42.2% |
| YTD | -52.4% | +16.4% | -68.9% | -56.8% |
| 1Y | -35.9% | +33.9% | -69.7% | -46.6% |
| 3Y | +642.2% | +93.4% | +548.8% | +358.9% |
| All | +333.0% | +106.7% | +226.2% | +138.0% |
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