+19.4%
AAPL vs BE
-32.8%
+52.2%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.3% | +0.3% |
| 7D | +4.1% | +10.8% | -6.7% | +4.3% |
| 30D | +4.0% | -19.8% | +23.7% | +3.5% |
| 3M | +16.8% | -18.7% | +35.5% | +16.3% |
| 6M | +19.4% | -33.7% | +53.1% | +19.6% |
| All | +19.4% | -32.8% | +52.2% | +19.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling