+3,340.7%
DLR vs APA
+28.9%
+3,311.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | -0.6% |
| 7D | -3.6% | -15.5% | +11.9% | -1.3% |
| 30D | -3.5% | +2.4% | -5.9% | -4.0% |
| 3M | -8.9% | +22.8% | -31.7% | -12.0% |
| 6M | -11.6% | +17.9% | -29.5% | -14.5% |
| YTD | +14.9% | +87.7% | -72.8% | +2.6% |
| 1Y | +6.4% | +94.2% | -87.8% | -5.5% |
| 3Y | +47.3% | +27.2% | +20.1% | +35.5% |
| 5Y | +32.8% | +74.1% | -41.3% | +11.7% |
| 10Y | +169.6% | +2.6% | +166.9% | +109.8% |
| All | +3,340.7% | +28.9% | +3,311.8% | +2,284.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling