+79.9%
AAPL vs BE
+1,751.8%
-1,672.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +9.6% | -10.8% | -1.4% |
| 7D | -2.7% | +29.8% | -32.5% | -3.4% |
| 30D | +1.0% | +26.4% | -25.4% | +0.3% |
| 3M | +5.0% | +9.3% | -4.4% | +4.3% |
| 6M | +23.0% | +105.1% | -82.0% | +19.2% |
| YTD | +16.6% | +219.0% | -202.4% | +11.1% |
| 1Y | +33.4% | +418.8% | -385.3% | +23.6% |
| 3Y | +79.9% | +1,784.6% | -1,704.7% | +54.7% |
| All | +79.9% | +1,751.8% | -1,672.0% | +54.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling