+119.1%
DAL vs APA
+76.3%
+42.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.8% | +0.2% |
| 7D | +10.7% | -5.5% | +16.3% | +11.6% |
| 30D | +12.5% | -1.2% | +13.7% | +12.2% |
| 3M | +3.6% | +10.6% | -6.9% | +1.0% |
| 6M | +26.7% | +28.4% | -1.7% | +18.8% |
| YTD | +34.3% | +89.7% | -55.5% | +11.9% |
| 1Y | +59.1% | +90.6% | -31.5% | +32.2% |
| 3Y | +179.9% | +36.9% | +143.0% | +133.8% |
| 5Y | +119.1% | +83.2% | +35.9% | +59.5% |
| All | +119.1% | +76.3% | +42.9% | +59.5% |
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 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