+1,254.4%
AAPL vs AAL
-64.2%
+1,318.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.3% | +3.7% |
| 7D | -0.5% | -0.9% | +0.4% | -0.4% |
| 30D | +7.1% | -16.0% | +23.1% | +10.3% |
| 3M | +12.1% | -4.2% | +16.3% | +12.3% |
| 6M | +25.4% | +15.7% | +9.8% | +21.0% |
| YTD | +20.5% | -16.2% | +36.6% | +22.5% |
| 1Y | +44.5% | +0.2% | +44.3% | +41.7% |
| 3Y | +85.8% | -8.1% | +93.8% | +78.3% |
| 5Y | +124.8% | -32.2% | +156.9% | +121.2% |
| All | +1,254.4% | -64.2% | +1,318.5% | +1,404.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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