+316.8%
APP vs DAL
+89.8%
+227.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +7.2% | +3.5% | +7.0% |
| 7D | +4.5% | +11.1% | -6.5% | -0.8% |
| 30D | -3.6% | +7.7% | -11.3% | -7.2% |
| 3M | -35.3% | -3.5% | -31.7% | -34.0% |
| 6M | -42.8% | +31.3% | -74.1% | -50.6% |
| YTD | -59.7% | +30.0% | -89.6% | -65.2% |
| 1Y | -55.4% | +62.1% | -117.4% | -65.8% |
| 3Y | +592.0% | +176.6% | +415.4% | +259.1% |
| 5Y | +175.7% | +126.2% | +49.6% | +51.9% |
| All | +316.8% | +89.8% | +227.0% | +134.4% |
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