+6.4%
AAL vs TER
+30.8%
-24.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +12.7% | -5.3% | +4.9% |
| 7D | +8.3% | -5.8% | +14.0% | +8.9% |
| 30D | +11.0% | -38.9% | +49.9% | +21.1% |
| 3M | -11.2% | -35.1% | +24.0% | -5.1% |
| 6M | +6.1% | -31.6% | +37.6% | +7.4% |
| YTD | -7.6% | +27.2% | -34.9% | -23.7% |
| All | +6.4% | +30.8% | -24.5% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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