-66.0%
AAL vs APD
+161.1%
-227.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.0% |
| 7D | -0.3% | -2.5% | +2.2% | +1.2% |
| 30D | -19.0% | -1.9% | -17.1% | -18.1% |
| 3M | -5.1% | +8.2% | -13.3% | -10.0% |
| 6M | +15.5% | +10.7% | +4.7% | +7.0% |
| YTD | -15.8% | +22.9% | -38.7% | -27.3% |
| 1Y | -0.3% | +5.8% | -6.1% | -6.3% |
| 3Y | -7.7% | +7.8% | -15.4% | -17.0% |
| 5Y | -32.5% | +26.1% | -58.6% | -47.3% |
| 10Y | -66.0% | +163.7% | -229.7% | -86.0% |
| All | -66.0% | +161.1% | -227.1% | -86.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded APD 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling