+66.9%
AAL vs APO
+1,601.9%
-1,535.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.6% |
| 7D | +10.1% | +8.1% | +2.0% | +6.1% |
| 30D | +10.6% | +3.4% | +7.1% | +8.9% |
| 3M | -5.9% | -6.6% | +0.7% | -2.8% |
| 6M | +5.7% | -7.1% | +12.8% | +8.8% |
| YTD | -8.0% | -14.1% | +6.2% | -2.4% |
| 1Y | +6.0% | -4.7% | +10.7% | +6.6% |
| 3Y | +19.6% | +51.3% | -31.7% | -6.2% |
| 5Y | -34.6% | +82.7% | -117.3% | -54.0% |
| 10Y | -65.5% | +845.7% | -911.2% | -87.8% |
| All | +66.9% | +1,601.9% | -1,535.1% | -60.5% |
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