-74.3%
AAL vs SPOT
+218.6%
-293.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.5% | +0.9% | -1.1% |
| 7D | -0.3% | -2.9% | +2.5% | +0.4% |
| 30D | -19.0% | +8.3% | -27.3% | -20.8% |
| 3M | -5.1% | +5.1% | -10.1% | -6.7% |
| 6M | +15.5% | -6.5% | +21.9% | +15.9% |
| YTD | -15.8% | -9.0% | -6.8% | -15.7% |
| 1Y | -0.3% | -26.4% | +26.1% | +5.1% |
| 3Y | -7.7% | +240.0% | -247.7% | -38.4% |
| 5Y | -32.5% | +111.7% | -144.2% | -53.6% |
| All | -74.3% | +218.6% | -293.0% | -87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 10y: compounded portfolio wealth divided by compounded SPOT 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…
10y analysis · Full analysis span regression · 6 months rolling