+952.6%
APH vs LUV
+20.5%
+932.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -1.0% | -1.0% |
| 7D | -5.0% | +6.6% | -11.6% | -6.9% |
| 30D | -8.4% | +11.2% | -19.5% | -11.4% |
| 3M | -4.5% | +3.6% | -8.1% | -5.8% |
| 6M | +25.3% | +13.1% | +12.1% | +19.9% |
| YTD | +18.9% | +13.6% | +5.3% | +12.1% |
| 1Y | +11.9% | +44.4% | -32.4% | -2.1% |
| 3Y | +278.0% | +113.2% | +164.7% | +175.1% |
| 5Y | +306.4% | +1.5% | +304.9% | +271.8% |
| All | +952.6% | +20.5% | +932.1% | +806.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling