+59.1%
DAL vs AEP
+9.0%
+50.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | +0.1% | +0.4% |
| 7D | +10.7% | -0.8% | +11.5% | +10.6% |
| 30D | +12.5% | +4.9% | +7.6% | +12.9% |
| 3M | +3.6% | +4.9% | -1.2% | +3.8% |
| 6M | +26.7% | -0.3% | +27.0% | +26.6% |
| YTD | +34.3% | +14.3% | +20.0% | +42.3% |
| 1Y | +59.1% | +7.5% | +51.6% | +66.9% |
| All | +59.1% | +9.0% | +50.2% | +66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 1y: compounded portfolio wealth divided by compounded AEP 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…
1y analysis · Full analysis span regression · 6 months rolling