-32.0%
APP vs UAL
+23.5%
-55.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.8% | +4.2% | +3.1% |
| 7D | +48.9% | +2.3% | +46.7% | +46.9% |
| 30D | +49.4% | +13.3% | +36.1% | +40.6% |
| 3M | +27.0% | -6.3% | +33.3% | +29.4% |
| 6M | -15.4% | +22.5% | -37.9% | -21.6% |
| YTD | -39.9% | +5.9% | -45.8% | -40.1% |
| 1Y | -32.0% | +24.7% | -56.6% | -36.2% |
| All | -32.0% | +23.5% | -55.5% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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