-65.4%
AAL vs BA
+31.3%
-96.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.6% | +8.0% | +7.8% |
| 7D | +8.3% | -1.7% | +10.0% | +9.6% |
| 30D | +11.0% | -9.5% | +20.4% | +17.6% |
| 3M | -11.2% | -26.5% | +15.3% | +7.8% |
| 6M | +6.1% | -27.4% | +33.4% | +29.0% |
| YTD | -7.6% | -20.6% | +13.0% | +5.1% |
| 1Y | +3.7% | -11.4% | +15.2% | +8.9% |
| 3Y | +20.5% | -10.8% | +31.3% | +17.9% |
| 5Y | -36.4% | -21.9% | -14.5% | -33.3% |
| 10Y | -65.4% | +28.1% | -93.6% | -72.0% |
| All | -65.4% | +31.3% | -96.8% | -72.0% |
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