+29.7%
AAPL vs AMAT
+58.6%
-28.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.2% | -0.6% |
| 7D | +5.0% | -2.5% | +7.5% | +4.9% |
| 30D | +3.5% | -26.5% | +30.1% | +2.2% |
| 3M | +13.1% | -28.6% | +41.6% | +11.8% |
| 6M | +19.0% | -14.2% | +33.3% | +13.7% |
| YTD | +28.5% | +45.5% | -16.9% | +19.0% |
| 1Y | +29.7% | +59.3% | -29.6% | +18.9% |
| All | +29.7% | +58.6% | -28.9% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMAT.
Daily Out/Under-Performance
Portfolio return minus AMAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMAT 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 1y: compounded portfolio wealth divided by compounded AMAT 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…
1y analysis · Full analysis span regression · 6 months rolling