-26.4%
APP vs UAL
+10.5%
-37.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.7% | +5.7% | +4.6% |
| 7D | +4.6% | -3.0% | +7.6% | +5.8% |
| 30D | +56.0% | +10.5% | +45.6% | +47.9% |
| 3M | +30.8% | -13.5% | +44.3% | +37.6% |
| 6M | -9.8% | +14.2% | -24.0% | -14.1% |
| YTD | -39.3% | -2.2% | -37.0% | -37.3% |
| 1Y | -26.4% | +12.5% | -38.9% | -29.1% |
| All | -26.4% | +10.5% | -37.0% | -29.1% |
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