+29.9%
AAPL vs ADM
+29.8%
+0.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.3% | +5.0% | +5.3% |
| 7D | +1.7% | -8.3% | +9.9% | +1.8% |
| 30D | +5.0% | -14.1% | +19.1% | +5.2% |
| 3M | +13.1% | -10.7% | +23.8% | +13.4% |
| 6M | +26.5% | -5.9% | +32.4% | +27.3% |
| YTD | +28.9% | +25.8% | +3.2% | +30.2% |
| 1Y | +29.9% | +21.3% | +8.6% | +31.5% |
| All | +29.9% | +29.8% | +0.1% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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