-26.3%
APH vs LUV
+24.6%
-50.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.3% | -51.1% | -48.3% |
| 7D | -48.7% | +0.1% | -48.8% | -48.8% |
| 30D | -51.9% | -18.4% | -33.5% | -49.9% |
| 3M | -43.6% | -3.2% | -40.3% | -43.2% |
| 6M | -37.5% | -14.8% | -22.7% | -37.1% |
| YTD | -38.6% | -2.9% | -35.8% | -39.0% |
| 1Y | -26.3% | +29.6% | -55.9% | -27.4% |
| All | -26.3% | +24.6% | -50.9% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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