-66.3%
AAL vs HWM
+1,323.5%
-1,389.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -10.7% | +9.0% | +5.2% |
| 7D | -0.3% | -9.2% | +8.9% | +5.4% |
| 30D | -19.0% | -17.9% | -1.1% | -9.2% |
| 3M | -5.1% | -6.0% | +1.0% | -2.8% |
| 6M | +15.5% | -7.4% | +22.8% | +19.1% |
| YTD | -15.8% | +13.1% | -28.9% | -24.1% |
| 1Y | -0.3% | +29.3% | -29.6% | -18.2% |
| 3Y | -7.7% | +389.9% | -397.6% | -71.1% |
| 5Y | -32.5% | +655.5% | -688.0% | -84.1% |
| All | -66.3% | +1,323.5% | -1,389.9% | -95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded HWM 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling