+29.9%
AAPL vs ALAB
+23.1%
+6.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -4.4% | +9.7% | +5.3% |
| 7D | +1.7% | -24.9% | +26.5% | +1.8% |
| 30D | +5.0% | -38.4% | +43.4% | +5.2% |
| 3M | +13.1% | -38.3% | +51.3% | +13.3% |
| 6M | +26.5% | +10.9% | +15.5% | +24.1% |
| YTD | +28.9% | +34.2% | -5.3% | +24.5% |
| 1Y | +29.9% | +24.5% | +5.4% | +25.5% |
| All | +29.9% | +23.1% | +6.8% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALAB.
Daily Out/Under-Performance
Portfolio return minus ALAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALAB 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 ALAB 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