+125.6%
DAL vs APO
+890.3%
-764.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.2% |
| 7D | +10.7% | +8.1% | +2.6% | +6.4% |
| 30D | +12.5% | +3.4% | +9.1% | +10.5% |
| 3M | +3.6% | -6.6% | +10.3% | +7.1% |
| 6M | +26.7% | -7.1% | +33.8% | +30.3% |
| YTD | +34.3% | -14.1% | +48.4% | +42.7% |
| 1Y | +59.1% | -4.7% | +63.8% | +59.8% |
| 3Y | +179.9% | +51.3% | +128.6% | +114.5% |
| 5Y | +119.1% | +82.7% | +36.4% | +46.6% |
| 10Y | +125.6% | +845.7% | -720.1% | -31.5% |
| All | +125.6% | +890.3% | -764.7% | -31.5% |
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