+35.1%
AAPL vs ALAB
+40.9%
-5.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.0% | -4.3% | -0.3% |
| 7D | -3.0% | +9.6% | -12.6% | -3.0% |
| 30D | +2.3% | -5.3% | +7.6% | +2.3% |
| 3M | +8.6% | -12.0% | +20.7% | +8.5% |
| 6M | +21.6% | +145.7% | -124.2% | +18.9% |
| YTD | +16.3% | +80.7% | -64.3% | +13.7% |
| 1Y | +35.1% | +40.1% | -5.1% | +32.2% |
| All | +35.1% | +40.9% | -5.8% | +32.2% |
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