+90.0%
AAPL vs AS
+142.2%
-52.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.1% | -0.7% | +1.9% |
| 7D | +3.7% | +5.8% | -2.2% | +2.7% |
| 30D | +4.2% | +15.4% | -11.2% | +1.7% |
| 3M | +12.0% | -11.9% | +23.9% | +14.2% |
| 6M | +19.8% | -9.9% | +29.7% | +21.4% |
| YTD | +29.3% | -13.1% | +42.4% | +31.2% |
| 1Y | +31.1% | +9.9% | +21.2% | +27.8% |
| All | +90.0% | +142.2% | -52.3% | +74.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling