+33.4%
AAPL vs APP
-41.9%
+75.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | -1.0% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | +1.0% | -10.0% | +11.0% | +1.5% |
| 3M | +5.0% | -44.6% | +49.6% | +7.3% |
| 6M | +23.0% | -37.9% | +60.9% | +24.8% |
| YTD | +16.6% | -53.7% | +70.3% | +19.5% |
| 1Y | +33.4% | -43.0% | +76.4% | +35.4% |
| All | +33.4% | -41.9% | +75.3% | +35.4% |
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