+94.6%
AAPL vs COMP
+309.8%
-215.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -8.2% | +6.6% | -0.8% |
| 7D | -1.4% | -1.8% | +0.5% | -1.2% |
| 30D | +3.2% | -0.8% | +3.9% | +3.1% |
| 3M | +10.8% | -28.1% | +38.9% | +13.6% |
| 6M | +21.3% | +27.0% | -5.7% | +17.8% |
| YTD | +26.9% | -12.8% | +39.7% | +26.3% |
| 1Y | +27.9% | +4.9% | +23.0% | +25.1% |
| All | +94.6% | +309.8% | -215.2% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 3y: compounded portfolio wealth divided by compounded COMP 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…
3y analysis · Full analysis span regression · 6 months rolling