+30.2%
AAPL vs CAPR
+65.7%
-35.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.7% | +8.6% | -0.1% |
| 7D | +3.2% | +19.1% | -15.9% | +3.2% |
| 30D | +4.1% | +48.8% | -44.8% | +4.1% |
| 3M | +17.5% | +144.4% | -126.9% | +17.7% |
| 6M | +20.6% | -67.5% | +88.1% | +20.4% |
| YTD | +31.0% | -64.5% | +95.5% | +30.8% |
| 1Y | +30.2% | +74.4% | -44.2% | +31.1% |
| All | +30.2% | +65.7% | -35.5% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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