+79.9%
AAPL vs AA
+89.1%
-9.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.5% | -4.7% | -1.6% |
| 7D | -2.7% | +1.7% | -4.4% | -2.9% |
| 30D | +1.0% | +3.3% | -2.3% | +0.5% |
| 3M | +5.0% | -29.4% | +34.4% | +9.4% |
| 6M | +23.0% | -12.8% | +35.9% | +23.6% |
| YTD | +16.6% | -2.1% | +18.8% | +14.5% |
| 1Y | +33.4% | +62.8% | -29.3% | +19.3% |
| 3Y | +79.9% | +90.5% | -10.6% | +52.5% |
| All | +79.9% | +89.1% | -9.3% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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