+67.4%
AAL vs APO
+1,594.4%
-1,527.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +4.7% | +2.8% | +5.1% |
| 7D | +8.3% | +2.3% | +6.0% | +7.1% |
| 30D | +11.0% | +3.0% | +8.0% | +9.5% |
| 3M | -11.2% | -3.7% | -7.5% | -9.7% |
| 6M | +6.1% | -7.5% | +13.5% | +9.4% |
| YTD | -7.6% | -14.5% | +6.9% | -1.8% |
| 1Y | +3.7% | -6.2% | +9.9% | +5.1% |
| 3Y | +20.5% | +51.9% | -31.4% | -5.7% |
| 5Y | -36.4% | +76.5% | -112.9% | -54.6% |
| 10Y | -65.4% | +895.2% | -960.7% | -87.9% |
| All | +67.4% | +1,594.4% | -1,527.0% | -60.3% |
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