-64.8%
AAL vs TRI
+196.2%
-261.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.7% |
| 7D | -0.9% | -7.9% | +7.0% | +1.7% |
| 30D | -12.9% | -4.5% | -8.4% | -12.0% |
| 3M | -11.2% | +22.1% | -33.3% | -18.8% |
| 6M | +17.8% | -2.8% | +20.6% | +15.9% |
| YTD | -15.1% | -23.4% | +8.3% | -8.2% |
| 1Y | +0.5% | -41.5% | +42.0% | +23.8% |
| 3Y | -7.7% | -19.2% | +11.5% | -6.8% |
| 5Y | -31.3% | -9.4% | -21.9% | -36.2% |
| All | -64.8% | +196.2% | -261.0% | -80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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