+20.5%
AAL vs SPOT
+255.8%
-235.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.0% | +6.4% | +7.3% |
| 7D | +8.3% | +2.5% | +5.7% | +7.9% |
| 30D | +11.0% | +15.1% | -4.1% | +8.9% |
| 3M | -11.2% | +24.8% | -35.9% | -13.9% |
| 6M | +6.1% | +45.8% | -39.7% | +0.3% |
| YTD | -7.6% | +4.9% | -12.5% | -9.0% |
| 1Y | +3.7% | -1.3% | +5.0% | +3.1% |
| 3Y | +20.5% | +257.7% | -237.2% | -5.9% |
| All | +20.5% | +255.8% | -235.3% | -5.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling