+443.7%
APLD vs LUV
-2.9%
+446.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | +0.3% |
| 7D | +4.1% | +0.4% | +3.6% | +3.8% |
| 30D | -11.7% | -18.4% | +6.7% | +0.2% |
| 3M | -40.3% | -3.2% | -37.1% | -38.8% |
| 6M | -8.0% | -14.8% | +6.9% | +2.1% |
| YTD | +7.5% | -2.9% | +10.4% | +8.1% |
| 1Y | +84.0% | +29.6% | +54.4% | +51.8% |
| 3Y | +356.2% | +35.2% | +321.0% | +229.0% |
| All | +443.7% | -2.9% | +446.6% | +621.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling