+381.8%
DAL vs APD
+601.6%
-219.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.9% | -1.4% | -2.4% |
| 7D | +4.6% | -0.7% | +5.3% | +5.1% |
| 30D | +2.3% | +10.1% | -7.8% | -4.1% |
| 3M | -8.1% | +4.9% | -13.0% | -11.3% |
| 6M | +21.4% | +2.5% | +19.0% | +18.0% |
| YTD | +24.3% | +27.8% | -3.5% | +2.6% |
| 1Y | +47.4% | +32.9% | +14.5% | +17.0% |
| 3Y | +164.6% | +13.4% | +151.2% | +126.5% |
| 5Y | +100.2% | +12.8% | +87.4% | +69.0% |
| 10Y | +124.9% | +194.6% | -69.7% | -12.5% |
| All | +381.8% | +601.6% | -219.7% | -13.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling