+29.9%
AAPL vs ACI
-18.4%
+48.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.5% | +1.8% | +5.1% |
| 7D | +1.7% | +4.5% | -2.8% | +1.4% |
| 30D | +5.0% | +20.9% | -15.9% | +3.6% |
| 3M | +13.1% | +15.2% | -2.2% | +11.9% |
| 6M | +26.5% | -13.3% | +39.8% | +25.6% |
| YTD | +28.9% | -16.2% | +45.1% | +27.0% |
| 1Y | +29.9% | -16.9% | +46.8% | +28.5% |
| All | +29.9% | -18.4% | +48.3% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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