+249.5%
APLD vs LUV
+10.9%
+238.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.7% | -2.7% | -3.7% |
| 7D | +19.6% | +1.8% | +17.8% | +18.5% |
| 30D | -24.5% | +11.3% | -35.7% | -29.7% |
| 3M | -45.6% | +1.0% | -46.6% | -46.2% |
| 6M | -61.4% | +15.6% | -77.0% | -64.5% |
| YTD | -30.9% | +10.9% | -41.8% | -36.3% |
| 1Y | -35.8% | +38.1% | -73.9% | -48.6% |
| 3Y | +261.4% | +108.2% | +153.2% | +76.7% |
| All | +249.5% | +10.9% | +238.6% | +325.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling