+145.3%
DAL vs APD
+164.4%
-19.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +2.4% |
| 7D | +0.1% | -2.2% | +2.3% | +1.4% |
| 30D | -13.9% | +2.1% | -16.0% | -15.1% |
| 3M | +1.1% | +7.2% | -6.1% | -3.5% |
| 6M | +26.2% | +11.2% | +15.0% | +17.2% |
| YTD | +16.4% | +24.4% | -8.0% | +0.5% |
| 1Y | +33.9% | +6.7% | +27.2% | +25.6% |
| 3Y | +93.4% | +9.2% | +84.1% | +74.7% |
| 5Y | +106.4% | +27.4% | +79.0% | +64.8% |
| All | +145.3% | +164.4% | -19.1% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling