-39.3%
APP vs UAL
+21.5%
-60.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.7% | -3.6% |
| 7D | +61.1% | +12.5% | +48.6% | +52.5% |
| 30D | +42.8% | +12.2% | +30.6% | +35.0% |
| 3M | +16.7% | -2.6% | +19.3% | +16.9% |
| 6M | -15.6% | +21.1% | -36.7% | -21.6% |
| YTD | -41.3% | +7.8% | -49.1% | -41.9% |
| 1Y | -39.3% | +25.4% | -64.7% | -44.4% |
| All | -39.3% | +21.5% | -60.8% | -44.4% |
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