+30.5%
AAPL vs AS
-2.9%
+33.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.7% | +0.4% |
| 7D | +3.2% | -3.6% | +6.8% | +3.8% |
| 30D | +4.1% | +3.4% | +0.7% | +3.4% |
| 3M | +17.5% | -8.6% | +26.1% | +19.4% |
| 6M | +20.6% | -10.0% | +30.6% | +22.9% |
| YTD | +31.0% | -19.2% | +50.2% | +33.6% |
| All | +30.5% | -2.9% | +33.4% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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