-66.0%
AAL vs RL
+304.3%
-370.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.5% | -1.0% |
| 7D | -0.3% | +1.9% | -2.2% | -1.5% |
| 30D | -19.0% | -12.2% | -6.8% | -12.5% |
| 3M | -5.1% | -6.6% | +1.6% | -1.1% |
| 6M | +15.5% | +3.2% | +12.3% | +12.3% |
| YTD | -15.8% | -1.3% | -14.5% | -15.8% |
| 1Y | -0.3% | +13.6% | -13.9% | -8.9% |
| 3Y | -7.7% | +210.9% | -218.5% | -56.8% |
| 5Y | -32.5% | +246.9% | -279.4% | -71.2% |
| 10Y | -66.0% | +310.1% | -376.1% | -86.8% |
| All | -66.0% | +304.3% | -370.3% | -86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 RL 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