+1,367.3%
AAPL vs AAL
-68.3%
+1,435.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.4% | +0.6% |
| 7D | +4.1% | -0.1% | +4.2% | +4.1% |
| 30D | +4.0% | +11.7% | -7.7% | +1.8% |
| 3M | +16.8% | -12.5% | +29.3% | +19.2% |
| 6M | +19.4% | +3.6% | +15.8% | +17.4% |
| YTD | +31.5% | -14.1% | +45.6% | +32.9% |
| 1Y | +31.0% | +0.8% | +30.2% | +28.5% |
| 3Y | +95.3% | +11.8% | +83.5% | +81.1% |
| 5Y | +143.4% | -35.1% | +178.4% | +140.5% |
| All | +1,367.3% | -68.3% | +1,435.7% | +1,496.1% |
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