+89.2%
AAPL vs AG
+227.5%
-138.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.9% | +5.2% | -0.2% |
| 7D | +5.0% | +6.0% | -1.0% | +4.6% |
| 30D | +3.5% | -13.5% | +17.1% | +4.5% |
| 3M | +13.1% | -20.7% | +33.7% | +14.5% |
| 6M | +19.0% | -31.5% | +50.6% | +21.2% |
| YTD | +28.5% | -10.1% | +38.7% | +26.8% |
| 1Y | +29.7% | +26.0% | +3.7% | +23.8% |
| 3Y | +89.2% | +228.9% | -139.6% | +62.8% |
| All | +89.2% | +227.5% | -138.2% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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