+87.8%
AAPL vs AU
+577.5%
-489.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.7% |
| 7D | +3.8% | -4.3% | +8.1% | +4.1% |
| 30D | +9.9% | +7.3% | +2.6% | +9.4% |
| 3M | +12.5% | +26.3% | -13.8% | +10.8% |
| 6M | +27.6% | +1.8% | +25.9% | +26.7% |
| YTD | +22.6% | +26.8% | -4.3% | +20.3% |
| 1Y | +45.0% | +66.7% | -21.7% | +40.2% |
| 3Y | +87.8% | +579.1% | -491.3% | +69.7% |
| All | +87.8% | +577.5% | -489.7% | +69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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