+45.0%
AAPL vs ADSK
-34.7%
+79.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.7% |
| 7D | +3.8% | -2.5% | +6.4% | +4.1% |
| 30D | +9.9% | -14.9% | +24.8% | +11.7% |
| 3M | +12.5% | +3.3% | +9.2% | +11.4% |
| 6M | +27.6% | -15.7% | +43.3% | +27.7% |
| YTD | +22.6% | -28.2% | +50.8% | +28.3% |
| 1Y | +45.0% | -34.5% | +79.5% | +53.2% |
| All | +45.0% | -34.7% | +79.7% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADSK.
Daily Out/Under-Performance
Portfolio return minus ADSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADSK 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 ADSK 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