+111.4%
DAL vs APO
+81.1%
+30.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.1% | -1.3% |
| 7D | -1.1% | +5.8% | -6.8% | -4.1% |
| 30D | +12.8% | +8.9% | +4.0% | +7.6% |
| 3M | -5.3% | -13.6% | +8.4% | +2.6% |
| 6M | +22.4% | -5.4% | +27.7% | +24.7% |
| YTD | +25.6% | -13.6% | +39.2% | +33.6% |
| 1Y | +45.5% | -2.5% | +48.0% | +44.1% |
| 3Y | +161.0% | +50.9% | +110.1% | +93.6% |
| All | +111.4% | +81.1% | +30.3% | +35.0% |
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