+102.9%
DAL vs APD
+11.0%
+91.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.7% | +2.9% |
| 7D | +8.8% | -3.7% | +12.5% | +10.9% |
| 30D | +5.4% | +9.6% | -4.2% | +0.6% |
| 3M | -4.9% | +1.6% | -6.6% | -5.9% |
| 6M | +19.8% | +2.2% | +17.7% | +17.7% |
| YTD | +27.0% | +25.9% | +1.1% | +10.1% |
| 1Y | +52.5% | +20.1% | +32.3% | +35.1% |
| 3Y | +173.8% | +12.4% | +161.5% | +147.7% |
| All | +102.9% | +11.0% | +91.9% | +68.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling