+111.4%
DAL vs APA
+94.1%
+17.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -2.0% | -0.6% |
| 7D | -1.1% | +8.5% | -9.6% | -2.4% |
| 30D | +12.8% | +2.8% | +10.1% | +11.9% |
| 3M | -5.3% | +21.7% | -27.0% | -9.1% |
| 6M | +22.4% | +32.6% | -10.3% | +14.4% |
| YTD | +25.6% | +103.7% | -78.1% | +3.5% |
| 1Y | +45.5% | +101.8% | -56.3% | +20.0% |
| 3Y | +161.0% | +48.1% | +112.9% | +115.2% |
| All | +111.4% | +94.1% | +17.4% | +54.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling