+0.8%
APO vs LUV
+24.6%
-23.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -1.3% |
| 7D | -1.0% | +0.4% | -1.4% | -1.2% |
| 30D | +3.5% | -18.4% | +21.9% | +9.5% |
| 3M | +4.5% | -3.2% | +7.8% | +4.8% |
| 6M | +22.8% | -14.8% | +37.6% | +26.9% |
| YTD | -6.5% | -2.9% | -3.6% | -6.3% |
| 1Y | +0.8% | +29.6% | -28.8% | -12.4% |
| All | +0.8% | +24.6% | -23.7% | -12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling