+158.8%
AAPL vs COIN
-54.0%
+212.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.5% |
| 7D | +3.8% | -5.1% | +8.9% | +4.5% |
| 30D | +9.9% | +17.6% | -7.7% | +7.4% |
| 3M | +12.5% | +9.2% | +3.2% | +10.6% |
| 6M | +27.6% | -11.8% | +39.4% | +27.9% |
| YTD | +22.6% | -22.5% | +45.1% | +23.7% |
| 1Y | +45.0% | -45.9% | +90.9% | +51.9% |
| 3Y | +87.8% | +117.4% | -29.6% | +50.6% |
| 5Y | +128.7% | -29.4% | +158.1% | +91.1% |
| All | +158.8% | -54.0% | +212.8% | +112.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COIN.
Daily Out/Under-Performance
Portfolio return minus COIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COIN 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 all: compounded portfolio wealth divided by compounded COIN 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…
all analysis · Full analysis span regression · 6 months rolling