+143.3%
AAPL vs ALLE
+51.6%
+91.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | 0.0% |
| 7D | +4.1% | +3.6% | +0.6% | +2.9% |
| 30D | +4.0% | +25.9% | -21.9% | -4.4% |
| 3M | +16.8% | +15.8% | +1.0% | +10.6% |
| 6M | +19.4% | +48.1% | -28.7% | +2.2% |
| YTD | +31.5% | +22.0% | +9.5% | +20.5% |
| 1Y | +31.0% | +18.0% | +12.9% | +21.7% |
| 3Y | +95.3% | +93.1% | +2.2% | +39.4% |
| All | +143.3% | +51.6% | +91.7% | +80.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling