+1,082.3%
APH vs LUV
+20.2%
+1,062.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.4% | +3.2% | +4.2% |
| 7D | +1.4% | -1.0% | +2.3% | +1.7% |
| 30D | -1.2% | -12.4% | +11.1% | +2.6% |
| 3M | +10.3% | -11.0% | +21.2% | +13.7% |
| 6M | +25.2% | -5.0% | +30.2% | +26.1% |
| YTD | +24.6% | -3.8% | +28.4% | +23.8% |
| 1Y | +41.4% | +25.9% | +15.5% | +28.7% |
| 3Y | +297.8% | +42.2% | +255.6% | +231.7% |
| 5Y | +366.0% | -10.8% | +376.8% | +342.8% |
| All | +1,082.3% | +20.2% | +1,062.1% | +967.6% |
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