-68.3%
AAL vs BA
+24.8%
-93.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.7% | -3.9% | -4.5% |
| 7D | +2.9% | -0.6% | +3.5% | +3.3% |
| 30D | +6.5% | -8.0% | +14.5% | +11.7% |
| 3M | -10.9% | -25.8% | +14.9% | +7.5% |
| 6M | +4.9% | -27.6% | +32.5% | +27.9% |
| YTD | -13.2% | -21.0% | +7.8% | -0.9% |
| 1Y | -1.1% | -12.3% | +11.1% | +4.6% |
| 3Y | +12.8% | -12.8% | +25.6% | +12.1% |
| 5Y | -34.4% | -22.4% | -12.0% | -30.9% |
| All | -68.3% | +24.8% | -93.1% | -74.5% |
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