+109.4%
AAPL vs AMAT
+246.8%
-137.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.3% | -6.8% | -3.6% |
| 7D | +0.1% | -1.5% | +1.6% | +0.4% |
| 30D | +3.0% | -14.8% | +17.8% | +6.7% |
| 3M | +2.9% | -9.3% | +12.2% | +0.7% |
| 6M | +22.1% | +27.4% | -5.3% | +6.2% |
| YTD | +18.0% | +77.6% | -59.6% | -9.3% |
| 1Y | +33.9% | +188.9% | -155.0% | -14.5% |
| 3Y | +71.2% | +202.3% | -131.1% | -1.3% |
| All | +109.4% | +246.8% | -137.4% | +5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling