+30.2%
AAPL vs ALAB
+35.8%
-5.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.2% | -0.1% |
| 7D | +3.2% | +26.9% | -23.7% | +3.0% |
| 30D | +4.1% | -30.0% | +34.1% | +4.1% |
| 3M | +17.5% | -28.5% | +46.0% | +17.5% |
| 6M | +20.6% | +11.4% | +9.1% | +18.2% |
| YTD | +31.0% | +36.9% | -5.9% | +26.1% |
| 1Y | +30.2% | +44.4% | -14.1% | +25.2% |
| All | +30.2% | +35.8% | -5.6% | +25.2% |
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