+52.5%
DAL vs APD
+24.7%
+27.8%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.7% | +2.3% |
| 7D | +8.8% | -3.7% | +12.5% | +9.3% |
| 30D | +5.4% | +9.6% | -4.2% | +4.6% |
| 3M | -4.9% | +1.6% | -6.6% | -4.8% |
| 6M | +19.8% | +2.2% | +17.7% | +19.8% |
| YTD | +27.0% | +25.9% | +1.1% | +21.7% |
| 1Y | +52.5% | +20.1% | +32.3% | +46.7% |
| All | +52.5% | +24.7% | +27.8% | +46.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling