+29.9%
AAPL vs BE
+51.2%
-21.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -6.4% | +11.7% | +5.3% |
| 7D | +1.7% | -12.1% | +13.8% | +1.7% |
| 30D | +5.0% | -30.1% | +35.1% | +5.1% |
| 3M | +13.1% | -12.1% | +25.2% | +13.0% |
| 6M | +26.5% | -30.6% | +57.1% | +26.7% |
| YTD | +28.9% | +130.6% | -101.7% | +26.8% |
| 1Y | +29.9% | +55.3% | -25.4% | +28.0% |
| All | +29.9% | +51.2% | -21.3% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BE.
Daily Out/Under-Performance
Portfolio return minus BE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BE 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 BE 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