+94.5%
AAPL vs ALLE
+92.1%
+2.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +3.2% | +1.6% | +1.6% | +2.9% |
| 30D | +4.1% | +24.1% | -20.0% | -0.5% |
| 3M | +17.5% | +14.8% | +2.7% | +14.1% |
| 6M | +20.6% | +45.9% | -25.3% | +10.4% |
| YTD | +31.0% | +20.7% | +10.2% | +25.1% |
| 1Y | +30.2% | +14.2% | +16.0% | +26.7% |
| All | +94.5% | +92.1% | +2.5% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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