+44.6%
DAL vs APA
+101.2%
-56.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.0% | -7.2% | -4.6% |
| 7D | +1.4% | +9.6% | -8.2% | +4.6% |
| 30D | +9.1% | -0.2% | +9.3% | +9.5% |
| 3M | -3.5% | +19.8% | -23.3% | +3.0% |
| 6M | +23.4% | +30.1% | -6.7% | +36.3% |
| YTD | +26.0% | +100.4% | -74.4% | +34.6% |
| 1Y | +44.6% | +105.2% | -60.6% | +51.8% |
| All | +44.6% | +101.2% | -56.5% | +51.8% |
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