+29.6%
AAPL vs BUD
+32.7%
-3.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.3% | +4.3% | +2.4% |
| 7D | +1.8% | +0.5% | +1.3% | +1.6% |
| 30D | +4.3% | +7.4% | -3.1% | +2.9% |
| 3M | +16.6% | +4.3% | +12.3% | +15.6% |
| 6M | +21.6% | +5.3% | +16.3% | +20.2% |
| YTD | +31.2% | +33.2% | -2.1% | +21.3% |
| 1Y | +29.6% | +31.8% | -2.2% | +20.5% |
| All | +29.6% | +32.7% | -3.1% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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