+30.5%
AAPL vs APP
-35.5%
+66.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.8% | -2.4% | +2.2% |
| 7D | +3.7% | +79.2% | -75.5% | +0.9% |
| 30D | +4.2% | +48.0% | -43.8% | +2.3% |
| 3M | +12.0% | +18.2% | -6.2% | +11.2% |
| 6M | +19.8% | -12.5% | +32.3% | +20.2% |
| YTD | +29.3% | -39.2% | +68.5% | +30.7% |
| All | +30.5% | -35.5% | +66.0% | +31.6% |
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