+0.5%
AAL vs KR
-13.3%
+13.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.7% | -1.5% | +2.0% |
| 7D | -0.9% | -0.2% | -0.7% | -1.0% |
| 30D | -12.9% | +5.1% | -17.9% | -11.6% |
| 3M | -11.2% | -8.2% | -3.0% | -14.8% |
| 6M | +17.8% | -18.0% | +35.8% | +7.9% |
| YTD | -15.1% | -4.8% | -10.4% | -19.5% |
| 1Y | +0.5% | -11.0% | +11.5% | -6.4% |
| All | +0.5% | -13.3% | +13.8% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 1y: compounded portfolio wealth divided by compounded KR 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…
1y analysis · Full analysis span regression · 6 months rolling