+45.0%
AAPL vs BE
+330.1%
-285.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.7% | -4.9% | +1.7% |
| 7D | +3.8% | +9.0% | -5.2% | +3.8% |
| 30D | +9.9% | +16.3% | -6.3% | +9.7% |
| 3M | +12.5% | +10.8% | +1.7% | +12.2% |
| 6M | +27.6% | +73.2% | -45.6% | +25.3% |
| YTD | +22.6% | +217.4% | -194.8% | +19.2% |
| 1Y | +45.0% | +309.8% | -264.8% | +37.1% |
| All | +45.0% | +330.1% | -285.1% | +37.1% |
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