+8.5%
AAL vs ACWI
+13.1%
-4.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.2% | -2.1% |
| 7D | +3.4% | -0.7% | +4.1% | +4.7% |
| 30D | +11.7% | -2.0% | +13.7% | +16.0% |
| 3M | -7.8% | -2.2% | -5.6% | -3.9% |
| 6M | +10.2% | +1.9% | +8.4% | +6.6% |
| YTD | -8.0% | +12.0% | -20.0% | -24.5% |
| 1Y | +8.5% | +12.5% | -4.0% | -11.5% |
| All | +8.5% | +13.1% | -4.5% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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