+104.1%
AAPL vs AMDL
+87.1%
+17.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +26.8% | -24.3% | +0.8% |
| 7D | +3.7% | +10.3% | -6.6% | +2.2% |
| 30D | +4.2% | -38.3% | +42.4% | +6.0% |
| 3M | +12.0% | -8.7% | +20.7% | +10.4% |
| 6M | +19.8% | -14.4% | +34.1% | +15.3% |
| YTD | +29.3% | +206.9% | -177.6% | +6.6% |
| 1Y | +31.1% | +144.4% | -113.3% | +9.8% |
| All | +104.1% | +87.1% | +17.0% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 3y: compounded portfolio wealth divided by compounded AMDL 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…
3y analysis · Full analysis span regression · 6 months rolling