-6.2%
AAL vs APA
+8.0%
-14.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.2% | +4.4% | +1.4% |
| 7D | -3.7% | +0.5% | -4.3% | -3.8% |
| 30D | -20.8% | +23.4% | -44.2% | -22.1% |
| 3M | -1.3% | +12.7% | -14.0% | -2.3% |
| 6M | +5.4% | +39.4% | -34.0% | -2.4% |
| YTD | -14.4% | +79.0% | -93.3% | -26.0% |
| 1Y | +2.1% | +88.8% | -86.7% | -14.1% |
| All | -6.2% | +8.0% | -14.2% | -27.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling