-6.2%
AAL vs FLEX
+446.9%
-453.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.5% | -0.3% | +0.7% |
| 7D | -3.7% | -0.9% | -2.8% | -3.5% |
| 30D | -20.8% | -10.1% | -10.7% | -18.2% |
| 3M | -1.3% | -31.3% | +30.1% | +9.7% |
| 6M | +5.4% | +71.3% | -65.9% | -21.4% |
| YTD | -14.4% | +81.2% | -95.6% | -38.6% |
| 1Y | +2.1% | +98.5% | -96.4% | -30.8% |
| All | -6.2% | +446.9% | -453.1% | -58.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling