+1,777.9%
APO vs LUV
+260.2%
+1,517.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -0.4% |
| 7D | +0.1% | +3.1% | -3.0% | -1.2% |
| 30D | +3.9% | -17.4% | +21.3% | +12.0% |
| 3M | +3.8% | -4.9% | +8.6% | +5.1% |
| 6M | +22.3% | -5.7% | +28.0% | +23.3% |
| YTD | -7.8% | -5.2% | -2.6% | -8.4% |
| 1Y | -0.3% | +24.1% | -24.5% | -11.8% |
| 3Y | +57.1% | +39.6% | +17.5% | +27.3% |
| 5Y | +137.0% | -12.5% | +149.4% | +127.6% |
| 10Y | +946.8% | +12.9% | +933.9% | +751.2% |
| All | +1,777.9% | +260.2% | +1,517.7% | +738.3% |
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