+352.8%
APH vs LUV
-13.6%
+366.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -0.6% |
| 7D | +0.2% | +3.1% | -2.9% | -0.6% |
| 30D | -3.3% | -17.4% | +14.1% | +1.5% |
| 3M | +14.0% | -4.9% | +18.9% | +15.3% |
| 6M | +24.4% | -5.7% | +30.1% | +25.6% |
| YTD | +21.4% | -5.2% | +26.6% | +21.2% |
| 1Y | +48.9% | +24.1% | +24.8% | +37.5% |
| 3Y | +290.1% | +39.6% | +250.5% | +230.4% |
| 5Y | +352.8% | -12.5% | +365.3% | +330.2% |
| All | +352.8% | -13.6% | +366.4% | +330.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling