-66.0%
AAL vs FLEX
+658.8%
-724.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.8% | -3.9% | -1.7% |
| 7D | +3.4% | +2.2% | +1.2% | +2.1% |
| 30D | +11.7% | -32.6% | +44.4% | +28.8% |
| 3M | -7.8% | -35.5% | +27.7% | +7.3% |
| 6M | +10.2% | -45.6% | +55.8% | +34.2% |
| YTD | -8.0% | +30.7% | -38.7% | -30.6% |
| 1Y | +8.5% | +28.4% | -19.8% | -18.0% |
| 3Y | +19.5% | +301.7% | -282.2% | -51.2% |
| 5Y | -33.9% | +473.3% | -507.2% | -77.7% |
| 10Y | -66.0% | +651.7% | -717.8% | -91.1% |
| All | -66.0% | +658.8% | -724.8% | -91.1% |
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