+12.2%
LUV vs APD
+191.9%
-179.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.7% |
| 7D | +1.1% | +3.8% | -2.7% | -0.7% |
| 30D | +14.2% | +8.2% | +6.0% | +10.2% |
| 3M | +0.6% | +4.3% | -3.7% | -1.4% |
| 6M | +15.1% | +4.7% | +10.4% | +11.9% |
| YTD | +10.2% | +31.5% | -21.4% | -5.3% |
| 1Y | +38.4% | +23.5% | +14.9% | +22.4% |
| 3Y | +107.5% | +29.1% | +78.4% | +74.3% |
| 5Y | +1.1% | +15.9% | -14.8% | -12.9% |
| All | +12.2% | +191.9% | -179.7% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling