+461.2%
AAL vs BTG
+378.0%
+83.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.2% | -1.6% |
| 7D | -0.3% | +4.8% | -5.1% | -0.5% |
| 30D | -19.0% | +8.3% | -27.4% | -19.2% |
| 3M | -5.1% | +32.3% | -37.4% | -6.1% |
| 6M | +15.5% | +3.0% | +12.5% | +15.0% |
| YTD | -15.8% | +21.9% | -37.7% | -16.6% |
| 1Y | -0.3% | +28.2% | -28.5% | -1.5% |
| 3Y | -7.7% | +99.9% | -107.5% | -10.1% |
| 5Y | -32.5% | +73.6% | -106.1% | -34.2% |
| 10Y | -66.0% | +136.5% | -202.5% | -66.8% |
| All | +461.2% | +378.0% | +83.3% | +339.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BTG 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling