+29.6%
AAPL vs AMAT
+70.8%
-41.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.1% | -4.0% | +2.2% |
| 7D | +1.8% | +7.0% | -5.2% | +1.9% |
| 30D | +4.3% | -20.6% | +24.9% | +3.3% |
| 3M | +16.6% | -24.8% | +41.4% | +15.5% |
| 6M | +21.6% | -10.7% | +32.3% | +16.4% |
| YTD | +31.2% | +54.3% | -23.1% | +20.2% |
| 1Y | +29.6% | +73.7% | -44.2% | +16.1% |
| All | +29.6% | +70.8% | -41.3% | +16.1% |
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