+29.9%
AAPL vs BROS
-18.6%
+48.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.9% | +4.4% | +5.2% |
| 7D | +1.7% | +2.5% | -0.8% | +1.5% |
| 30D | +5.0% | +15.1% | -10.1% | +4.0% |
| 3M | +13.1% | -31.4% | +44.5% | +16.2% |
| 6M | +26.5% | -22.6% | +49.1% | +28.1% |
| YTD | +28.9% | -28.1% | +57.1% | +29.3% |
| 1Y | +29.9% | -20.3% | +50.2% | +29.3% |
| All | +29.9% | -18.6% | +48.5% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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