-68.6%
AAL vs BA
+24.8%
-93.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.0% |
| 7D | -0.1% | -1.1% | +1.0% | +0.7% |
| 30D | +11.7% | -7.1% | +18.8% | +16.3% |
| 3M | -12.5% | -25.5% | +13.0% | +5.2% |
| 6M | +3.6% | -28.7% | +32.3% | +27.7% |
| YTD | -14.1% | -21.0% | +6.9% | -1.9% |
| 1Y | +0.8% | -11.9% | +12.6% | +6.2% |
| 3Y | +11.8% | -16.2% | +28.0% | +14.4% |
| 5Y | -35.1% | -22.4% | -12.7% | -31.6% |
| All | -68.6% | +24.8% | -93.4% | -74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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