+5,203.7%
APH vs UAL
+239.3%
+4,964.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.6% | -4.8% | -8.5% |
| 7D | -12.7% | +5.0% | -17.7% | -13.6% |
| 30D | -19.2% | -1.2% | -17.9% | -19.1% |
| 3M | -16.7% | -16.8% | +0.1% | -14.1% |
| 6M | +5.1% | +18.0% | -12.8% | +1.5% |
| YTD | +6.6% | -1.2% | +7.7% | +5.7% |
| 1Y | +3.9% | +14.3% | -10.4% | +0.3% |
| 3Y | +246.0% | +194.6% | +51.5% | +173.8% |
| 5Y | +268.0% | +109.6% | +158.4% | +200.8% |
| 10Y | +868.2% | +93.1% | +775.2% | +632.8% |
| All | +5,203.7% | +239.3% | +4,964.3% | +2,795.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling