+130.6%
UAL vs APA
+88.6%
+42.0%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.6% | -5.4% | -2.3% |
| 7D | +2.3% | +5.1% | -2.8% | +1.5% |
| 30D | +13.3% | +0.3% | +13.0% | +12.8% |
| 3M | -6.3% | +15.6% | -21.9% | -9.4% |
| 6M | +22.5% | +28.9% | -6.4% | +14.6% |
| YTD | +5.9% | +96.6% | -90.7% | -13.9% |
| 1Y | +24.7% | +95.5% | -70.8% | +1.2% |
| 3Y | +211.6% | +41.8% | +169.8% | +154.8% |
| 5Y | +130.6% | +85.4% | +45.1% | +61.4% |
| All | +130.6% | +88.6% | +42.0% | +61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling