+122.9%
APH vs UAL
+142.0%
-19.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.1% | -50.9% | -48.6% |
| 7D | -48.7% | -0.9% | -47.8% | -49.0% |
| 30D | -51.9% | -16.1% | -35.8% | -50.0% |
| 3M | -43.6% | +6.1% | -49.7% | -45.0% |
| 6M | -37.5% | +10.8% | -48.4% | -40.2% |
| YTD | -38.6% | -0.4% | -38.2% | -39.8% |
| 1Y | -26.3% | +5.0% | -31.4% | -29.1% |
| 3Y | +89.2% | +124.0% | -34.8% | +43.5% |
| All | +122.9% | +142.0% | -19.2% | +57.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling