+12.5%
UAL vs APA
+107.6%
-95.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.4% | -0.9% |
| 7D | -3.0% | +8.5% | -11.6% | +1.0% |
| 30D | +10.5% | +2.8% | +7.7% | +12.8% |
| 3M | -13.5% | +21.7% | -35.2% | -3.6% |
| 6M | +14.2% | +32.6% | -18.4% | +34.7% |
| YTD | -2.2% | +103.7% | -105.9% | +11.6% |
| 1Y | +12.5% | +101.8% | -89.3% | +27.4% |
| All | +12.5% | +107.6% | -95.1% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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