+310.3%
APH vs LUV
-1.4%
+311.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.2% | +4.0% | +7.1% |
| 7D | +1.1% | +5.3% | -4.2% | -0.3% |
| 30D | -7.5% | +11.1% | -18.6% | -10.2% |
| 3M | -4.4% | -1.1% | -3.3% | -4.4% |
| 6M | +26.5% | +13.1% | +13.4% | +21.9% |
| YTD | +20.0% | +13.5% | +6.5% | +14.1% |
| 1Y | +16.9% | +45.2% | -28.4% | +3.9% |
| 3Y | +288.5% | +111.4% | +177.1% | +188.1% |
| 5Y | +310.3% | -0.9% | +311.2% | +282.6% |
| All | +310.3% | -1.4% | +311.7% | +282.6% |
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 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