+19,918.5%
AAPL vs AAL
-33.8%
+19,952.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.2% | -3.7% | -2.7% |
| 7D | +0.1% | -3.7% | +3.8% | +0.6% |
| 30D | +3.0% | -20.8% | +23.8% | +6.4% |
| 3M | +2.9% | -1.3% | +4.2% | +2.6% |
| 6M | +22.1% | +5.4% | +16.7% | +20.1% |
| YTD | +18.0% | -14.4% | +32.4% | +19.4% |
| 1Y | +33.9% | +2.1% | +31.8% | +31.5% |
| 3Y | +71.2% | -10.6% | +81.7% | +66.9% |
| 5Y | +112.6% | -32.2% | +144.8% | +111.4% |
| 10Y | +1,198.8% | -62.7% | +1,261.5% | +1,179.2% |
| All | +19,918.5% | -33.8% | +19,952.3% | +15,156.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling