+313.2%
APP vs DAL
+118.7%
+194.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -4.0% | -3.8% |
| 7D | +61.1% | +10.7% | +50.4% | +51.9% |
| 30D | +42.8% | +12.5% | +30.2% | +33.4% |
| 3M | +16.7% | +3.6% | +13.0% | +13.7% |
| 6M | -15.6% | +26.7% | -42.3% | -26.6% |
| YTD | -41.3% | +34.3% | -75.6% | -51.0% |
| 1Y | -39.3% | +59.1% | -98.4% | -54.0% |
| 3Y | +803.2% | +179.9% | +623.3% | +333.1% |
| 5Y | +313.2% | +119.1% | +194.0% | +113.9% |
| All | +313.2% | +118.7% | +194.5% | +113.9% |
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