+55.3%
AAL vs APO
+1,753.5%
-1,698.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.5% |
| 7D | -3.7% | -1.0% | -2.7% | -3.3% |
| 30D | -20.8% | +3.5% | -24.3% | -22.3% |
| 3M | -1.3% | +4.5% | -5.8% | -4.1% |
| 6M | +5.4% | +22.8% | -17.4% | -6.0% |
| YTD | -14.4% | -6.5% | -7.9% | -12.9% |
| 1Y | +2.1% | +0.8% | +1.3% | -0.6% |
| 3Y | -10.6% | +62.0% | -72.5% | -32.4% |
| 5Y | -32.2% | +138.2% | -170.5% | -58.2% |
| 10Y | -62.7% | +940.3% | -1,003.0% | -87.4% |
| All | +55.3% | +1,753.5% | -1,698.2% | -64.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling