+79.9%
AAPL vs A
+29.5%
+50.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | -0.6% |
| 7D | -2.7% | -2.1% | -0.7% | -2.3% |
| 30D | +1.0% | +0.6% | +0.4% | +0.7% |
| 3M | +5.0% | +10.9% | -5.9% | +2.1% |
| 6M | +23.0% | +28.2% | -5.1% | +14.6% |
| YTD | +16.6% | +8.6% | +8.1% | +13.7% |
| 1Y | +33.4% | +15.5% | +17.9% | +27.3% |
| 3Y | +79.9% | +31.8% | +48.1% | +63.4% |
| All | +79.9% | +29.5% | +50.4% | +63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 3y: compounded portfolio wealth divided by compounded A 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…
3y analysis · Full analysis span regression · 6 months rolling