+30.5%
AAPL vs B
+24.4%
+6.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.2% | -1.8% | +2.0% |
| 7D | +3.7% | +11.3% | -7.7% | +2.6% |
| 30D | +4.2% | +2.9% | +1.2% | +3.7% |
| 3M | +12.0% | -2.9% | +14.9% | +11.7% |
| 6M | +19.8% | -1.2% | +21.0% | +18.9% |
| YTD | +29.3% | -1.3% | +30.7% | +27.1% |
| All | +30.5% | +24.4% | +6.2% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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