+186.3%
AAPL vs COMP
-52.0%
+238.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +10.7% | -11.3% | -1.7% |
| 7D | -0.7% | +13.4% | -14.1% | -2.2% |
| 30D | +1.7% | +11.1% | -9.4% | +0.2% |
| 3M | +9.7% | -18.8% | +28.5% | +11.8% |
| 6M | +19.3% | +10.5% | +8.8% | +16.8% |
| YTD | +26.3% | -3.4% | +29.7% | +24.0% |
| 1Y | +27.4% | +19.7% | +7.7% | +21.9% |
| 3Y | +93.6% | +381.6% | -288.0% | +48.6% |
| 5Y | +131.7% | -17.6% | +149.3% | +100.9% |
| All | +186.3% | -52.0% | +238.2% | +150.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling