-65.4%
AAL vs APH
+978.7%
-1,044.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +8.2% | -0.8% | +2.0% |
| 7D | +8.3% | +1.1% | +7.2% | +6.5% |
| 30D | +11.0% | -7.5% | +18.5% | +15.2% |
| 3M | -11.2% | -4.4% | -6.7% | -10.6% |
| 6M | +6.1% | +26.5% | -20.4% | -14.2% |
| YTD | -7.6% | +20.0% | -27.7% | -27.0% |
| 1Y | +3.7% | +16.9% | -13.1% | -17.2% |
| 3Y | +20.5% | +288.5% | -268.0% | -69.3% |
| 5Y | -36.4% | +310.3% | -346.7% | -84.7% |
| 10Y | -65.4% | +951.3% | -1,016.7% | -96.3% |
| All | -65.4% | +978.7% | -1,044.1% | -96.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 10y: compounded portfolio wealth divided by compounded APH 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…
10y analysis · Full analysis span regression · 6 months rolling