-66.0%
AAL vs FLEX
+1,059.7%
-1,125.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.4% | -6.1% | -3.6% |
| 7D | -0.3% | +7.0% | -7.3% | -3.3% |
| 30D | -19.0% | -5.8% | -13.2% | -17.3% |
| 3M | -5.1% | -24.2% | +19.1% | +4.2% |
| 6M | +15.5% | +90.8% | -75.3% | -22.3% |
| YTD | -15.8% | +89.2% | -105.0% | -43.9% |
| 1Y | -0.3% | +104.7% | -105.0% | -36.9% |
| 3Y | -7.7% | +478.1% | -485.7% | -66.7% |
| 5Y | -32.5% | +726.2% | -758.7% | -79.9% |
| 10Y | -66.0% | +1,060.6% | -1,126.6% | -92.3% |
| All | -66.0% | +1,059.7% | -1,125.7% | -92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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