+1.4%
AAL vs APO
+0.2%
+1.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.9% | +0.5% |
| 7D | -1.3% | -1.0% | -0.3% | -0.9% |
| 30D | -13.7% | -0.4% | -13.4% | -13.6% |
| 3M | -8.2% | -0.9% | -7.3% | -8.2% |
| 6M | +13.1% | +22.1% | -9.0% | +2.3% |
| YTD | -15.6% | -8.4% | -7.2% | -14.2% |
| 1Y | +1.4% | -0.9% | +2.4% | -2.0% |
| All | +1.4% | +0.2% | +1.2% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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