+105.8%
DAL vs APO
+138.1%
-32.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.1% |
| 7D | +0.1% | -1.0% | +1.1% | +0.6% |
| 30D | -13.9% | +3.5% | -17.4% | -15.8% |
| 3M | +1.1% | +4.5% | -3.5% | -2.2% |
| 6M | +26.2% | +22.8% | +3.5% | +11.0% |
| YTD | +16.4% | -6.5% | +22.9% | +18.6% |
| 1Y | +33.9% | +0.8% | +33.0% | +29.8% |
| 3Y | +93.4% | +62.0% | +31.4% | +41.4% |
| All | +105.8% | +138.1% | -32.3% | +19.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling