+51.2%
APO vs LUV
+38.8%
+12.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.4% | -2.4% |
| 7D | -4.9% | -0.1% | -4.8% | -4.9% |
| 30D | -8.4% | -14.6% | +6.2% | -3.0% |
| 3M | -2.1% | -5.7% | +3.6% | -0.7% |
| 6M | +19.2% | -8.4% | +27.7% | +21.5% |
| YTD | -10.5% | -5.1% | -5.4% | -11.0% |
| 1Y | -2.7% | +26.6% | -29.3% | -14.6% |
| All | +51.2% | +38.8% | +12.4% | +23.7% |
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