+79.9%
AAPL vs ACI
-43.5%
+123.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.3% | +2.1% | -0.9% |
| 7D | -2.7% | -2.6% | -0.2% | -2.6% |
| 30D | +1.0% | +1.1% | -0.1% | +0.9% |
| 3M | +5.0% | -23.6% | +28.6% | +6.4% |
| 6M | +23.0% | -29.9% | +53.0% | +25.2% |
| YTD | +16.6% | -26.9% | +43.5% | +18.2% |
| 1Y | +33.4% | -34.2% | +67.7% | +36.5% |
| 3Y | +79.9% | -43.6% | +123.5% | +84.9% |
| All | +79.9% | -43.5% | +123.3% | +84.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling