+31.0%
AAPL vs AS
-3.7%
+34.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.5% |
| 7D | +4.1% | -4.9% | +9.0% | +5.0% |
| 30D | +4.0% | +3.9% | +0.1% | +3.2% |
| 3M | +16.8% | -9.6% | +26.4% | +19.0% |
| 6M | +19.4% | -8.7% | +28.1% | +21.4% |
| YTD | +31.5% | -19.8% | +51.3% | +34.3% |
| 1Y | +31.0% | -1.5% | +32.5% | +32.1% |
| All | +31.0% | -3.7% | +34.7% | +32.1% |
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