+58.4%
DAL vs APA
+89.4%
-31.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.2% | +5.5% | +5.2% |
| 7D | +10.0% | -8.7% | +18.8% | +6.8% |
| 30D | +12.0% | -2.4% | +14.4% | +11.4% |
| 3M | +0.8% | +19.0% | -18.2% | +7.4% |
| 6M | +26.2% | +26.8% | -0.6% | +37.6% |
| YTD | +33.7% | +87.3% | -53.7% | +42.4% |
| All | +58.4% | +89.4% | -31.0% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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