+94.8%
AAPL vs BE
+1,898.8%
-1,804.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +13.0% | -10.9% | +1.7% |
| 7D | +1.8% | +4.5% | -2.8% | +1.6% |
| 30D | +4.3% | -20.1% | +24.4% | +4.7% |
| 3M | +16.6% | -0.8% | +17.5% | +16.2% |
| 6M | +21.6% | -26.2% | +47.8% | +21.6% |
| YTD | +31.2% | +141.1% | -109.9% | +25.2% |
| 1Y | +29.6% | +64.8% | -35.3% | +24.9% |
| All | +94.8% | +1,898.8% | -1,804.0% | +66.6% |
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