+88.0%
AAPL vs ALAB
+454.1%
-366.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.6% | +1.6% |
| 7D | +3.8% | -6.2% | +10.0% | +4.2% |
| 30D | +9.9% | -8.7% | +18.6% | +10.3% |
| 3M | +12.5% | -20.7% | +33.2% | +13.0% |
| 6M | +27.6% | +133.5% | -105.9% | +17.9% |
| YTD | +22.6% | +75.1% | -52.5% | +14.7% |
| 1Y | +45.0% | +25.0% | +19.9% | +38.2% |
| All | +88.0% | +454.1% | -366.1% | +53.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling