+88.8%
AAPL vs AS
+137.8%
-49.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.3% |
| 7D | +5.0% | +4.5% | +0.5% | +4.3% |
| 30D | +3.5% | +13.2% | -9.7% | +1.3% |
| 3M | +13.1% | -11.9% | +25.0% | +15.3% |
| 6M | +19.0% | -11.6% | +30.6% | +21.1% |
| YTD | +28.5% | -14.7% | +43.2% | +30.8% |
| 1Y | +29.7% | +5.7% | +24.0% | +27.2% |
| All | +88.8% | +137.8% | -49.0% | +73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling