+1,059.7%
APH vs UAL
+118.5%
+941.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.5% | -1.6% | +0.3% |
| 7D | +5.0% | +0.7% | +4.3% | +4.7% |
| 30D | -3.9% | -16.1% | +12.2% | +0.2% |
| 3M | +13.0% | +6.1% | +6.8% | +11.0% |
| 6M | +25.2% | +10.8% | +14.3% | +21.1% |
| YTD | +22.9% | -0.4% | +23.3% | +21.6% |
| 1Y | +47.8% | +5.0% | +42.8% | +43.6% |
| 3Y | +283.0% | +124.0% | +159.0% | +198.9% |
| 5Y | +349.7% | +141.0% | +208.7% | +232.0% |
| All | +1,059.7% | +118.5% | +941.2% | +706.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 2016-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded UAL 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling