+79.9%
AAPL vs ALB
-27.5%
+107.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.8% | -1.5% |
| 7D | -2.7% | -4.4% | +1.7% | -2.2% |
| 30D | +1.0% | -1.2% | +2.2% | +1.1% |
| 3M | +5.0% | -13.3% | +18.3% | +6.5% |
| 6M | +23.0% | -19.8% | +42.8% | +24.9% |
| YTD | +16.6% | -7.9% | +24.6% | +15.2% |
| 1Y | +33.4% | +60.2% | -26.7% | +18.8% |
| 3Y | +79.9% | -26.4% | +106.3% | +62.2% |
| All | +79.9% | -27.5% | +107.3% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALB 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling