+33.9%
AAPL vs APH
-25.2%
+59.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -47.8% | +48.8% | +0.3% |
| 7D | +1.7% | -48.7% | +50.4% | +1.0% |
| 30D | +3.0% | -51.9% | +54.9% | +2.2% |
| 3M | +2.9% | -43.6% | +46.5% | +2.0% |
| 6M | +22.1% | -37.5% | +59.6% | +19.9% |
| YTD | +18.0% | -38.6% | +56.7% | +15.6% |
| 1Y | +33.9% | -26.3% | +60.3% | +35.5% |
| All | +33.9% | -25.2% | +59.2% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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