+904.4%
DAL vs APO
+1,526.1%
-621.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.5% | +0.1% | -2.2% |
| 7D | +4.6% | -1.1% | +5.6% | +5.1% |
| 30D | +2.3% | +1.1% | +1.2% | +1.7% |
| 3M | -8.1% | -9.2% | +1.1% | -4.2% |
| 6M | +21.4% | -9.2% | +30.7% | +25.9% |
| YTD | +24.3% | -18.0% | +42.3% | +34.3% |
| 1Y | +47.4% | -10.9% | +58.2% | +52.9% |
| 3Y | +164.6% | +44.4% | +120.2% | +115.5% |
| 5Y | +100.2% | +67.9% | +32.3% | +48.1% |
| 10Y | +124.9% | +876.2% | -751.3% | -19.9% |
| All | +904.4% | +1,526.1% | -621.7% | +170.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling