+25.4%
AAPL vs ALNY
-24.0%
+49.4%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.1% | +7.6% | +3.8% |
| 7D | -0.5% | -6.4% | +5.9% | -0.1% |
| 30D | +7.1% | +11.9% | -4.8% | +6.3% |
| 3M | +12.1% | -15.0% | +27.1% | +13.3% |
| 6M | +25.4% | -23.2% | +48.7% | +28.1% |
| All | +25.4% | -24.0% | +49.4% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 6mo: compounded portfolio wealth divided by compounded ALNY 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…
6mo analysis · Full analysis span regression · 6 months rolling