-65.1%
AAL vs SPG
+59.6%
-124.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.7% | +1.9% |
| 7D | -1.3% | -1.7% | +0.4% | -0.3% |
| 30D | -13.7% | -6.3% | -7.5% | -10.1% |
| 3M | -8.2% | -2.4% | -5.7% | -6.8% |
| 6M | +13.1% | +9.6% | +3.5% | +6.4% |
| YTD | -15.6% | +14.2% | -29.8% | -22.8% |
| 1Y | +1.4% | +19.3% | -17.9% | -10.4% |
| 3Y | -7.4% | +106.7% | -114.1% | -43.5% |
| 5Y | -35.9% | +104.2% | -140.2% | -60.3% |
| 10Y | -65.1% | +63.7% | -128.8% | -80.7% |
| All | -65.1% | +59.6% | -124.7% | -80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SPG 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling