+102.9%
DAL vs APA
+71.7%
+31.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.5% | +1.7% |
| 7D | +8.8% | -15.5% | +24.3% | +11.5% |
| 30D | +5.4% | +2.4% | +3.0% | +4.5% |
| 3M | -4.9% | +22.8% | -27.7% | -9.2% |
| 6M | +19.8% | +17.9% | +1.9% | +14.3% |
| YTD | +27.0% | +87.7% | -60.7% | +6.0% |
| 1Y | +52.5% | +94.2% | -41.7% | +25.9% |
| 3Y | +173.8% | +27.2% | +146.6% | +132.3% |
| All | +102.9% | +71.7% | +31.2% | +52.4% |
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