+135.0%
DAL vs APO
+943.6%
-808.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.1% |
| 7D | +0.8% | -1.0% | +1.8% | +1.3% |
| 30D | -11.7% | -0.4% | -11.4% | -11.7% |
| 3M | -2.7% | -0.9% | -1.9% | -3.1% |
| 6M | +30.7% | +22.1% | +8.5% | +15.8% |
| YTD | +14.4% | -8.4% | +22.7% | +17.7% |
| 1Y | +31.2% | -0.9% | +32.1% | +28.7% |
| 3Y | +99.4% | +56.1% | +43.3% | +50.3% |
| 5Y | +98.6% | +136.0% | -37.5% | +15.9% |
| 10Y | +135.0% | +949.3% | -814.3% | -30.6% |
| All | +135.0% | +943.6% | -808.6% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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