+133.0%
AAPL vs AMAT
+123.9%
+9.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.2% | -4.7% | -1.5% |
| 7D | -0.7% | -14.7% | +14.1% | +2.6% |
| 30D | +1.7% | -36.1% | +37.8% | +11.8% |
| 3M | +9.7% | -36.9% | +46.5% | +20.2% |
| 6M | +19.3% | -22.2% | +41.5% | +17.5% |
| YTD | +26.3% | +29.9% | -3.6% | +2.9% |
| 1Y | +27.4% | +43.3% | -15.9% | -0.1% |
| 3Y | +93.6% | +142.7% | -49.1% | +13.3% |
| All | +133.0% | +123.9% | +9.1% | +29.3% |
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