+122.8%
DAL vs APO
+857.2%
-734.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.4% |
| 7D | +8.8% | +0.8% | +8.0% | +8.3% |
| 30D | +5.4% | +1.0% | +4.4% | +4.8% |
| 3M | -4.9% | -8.4% | +3.5% | -0.9% |
| 6M | +19.8% | -9.1% | +28.9% | +24.5% |
| YTD | +27.0% | -18.3% | +45.3% | +38.5% |
| 1Y | +52.5% | -8.0% | +60.4% | +55.9% |
| 3Y | +173.8% | +47.1% | +126.8% | +113.1% |
| 5Y | +104.5% | +67.2% | +37.4% | +43.3% |
| All | +122.8% | +857.2% | -734.4% | -30.2% |
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