-6.2%
AAL vs HDB
-24.9%
+18.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.7% | +1.4% |
| 7D | -3.7% | +0.4% | -4.2% | -3.9% |
| 30D | -20.8% | -2.8% | -18.0% | -19.9% |
| 3M | -1.3% | -3.5% | +2.3% | -0.4% |
| 6M | +5.4% | -24.7% | +30.1% | +16.8% |
| YTD | -14.4% | -36.6% | +22.2% | +0.8% |
| 1Y | +2.1% | -34.4% | +36.5% | +18.3% |
| All | -6.2% | -24.9% | +18.7% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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