+31.0%
AAPL vs BE
+55.6%
-24.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.3% | +0.4% |
| 7D | +4.1% | +10.8% | -6.7% | +4.1% |
| 30D | +4.0% | -19.8% | +23.7% | +4.0% |
| 3M | +16.8% | -18.7% | +35.5% | +16.7% |
| 6M | +19.4% | -33.7% | +53.1% | +19.6% |
| YTD | +31.5% | +121.0% | -89.5% | +28.2% |
| 1Y | +31.0% | +85.4% | -54.4% | +27.7% |
| All | +31.0% | +55.6% | -24.6% | +27.7% |
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