+18.6%
DLR vs APA
+107.8%
-89.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.0% | -3.2% | -0.1% |
| 7D | +2.9% | +0.3% | +2.6% | +2.9% |
| 30D | -1.2% | +9.3% | -10.5% | -0.8% |
| 3M | +2.9% | +23.3% | -20.4% | +3.5% |
| 6M | +6.7% | +39.5% | -32.8% | +4.7% |
| YTD | +23.9% | +87.6% | -63.7% | +15.9% |
| 1Y | +18.6% | +114.2% | -95.6% | +7.2% |
| All | +18.6% | +107.8% | -89.2% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1y: compounded portfolio wealth divided by compounded APA 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…
1y analysis · Full analysis span regression · 6 months rolling