+446.5%
APLD vs LUV
+39.7%
+406.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -2.4% | +9.8% | +8.6% |
| 7D | +16.6% | +3.1% | +13.4% | +14.6% |
| 30D | -3.1% | -17.4% | +14.3% | +6.5% |
| 3M | -30.9% | -4.9% | -26.0% | -28.7% |
| 6M | +12.6% | -5.7% | +18.3% | +17.0% |
| YTD | +15.5% | -5.2% | +20.6% | +18.5% |
| 1Y | +103.5% | +24.1% | +79.4% | +83.7% |
| 3Y | +446.5% | +39.6% | +406.9% | +305.9% |
| All | +446.5% | +39.7% | +406.8% | +305.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling