+45.0%
AAPL vs CRBG
+7.7%
+37.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.4% |
| 7D | +3.8% | +0.6% | +3.3% | +3.7% |
| 30D | +9.9% | +2.6% | +7.3% | +9.2% |
| 3M | +12.5% | +24.0% | -11.5% | +7.2% |
| 6M | +27.6% | +50.5% | -22.9% | +16.9% |
| YTD | +22.6% | +17.1% | +5.4% | +17.2% |
| 1Y | +45.0% | +5.9% | +39.1% | +40.6% |
| All | +45.0% | +7.7% | +37.3% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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