+29.9%
AAPL vs APP
-56.9%
+86.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +10.7% | -5.4% | +4.7% |
| 7D | +1.7% | +4.5% | -2.9% | +1.3% |
| 30D | +5.0% | -3.6% | +8.6% | +5.1% |
| 3M | +13.1% | -35.3% | +48.3% | +15.1% |
| 6M | +26.5% | -42.8% | +69.3% | +29.2% |
| YTD | +28.9% | -59.7% | +88.6% | +32.7% |
| 1Y | +29.9% | -55.4% | +85.3% | +32.8% |
| All | +29.9% | -56.9% | +86.8% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 APP 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