+87.8%
AAPL vs CRBG
+122.1%
-34.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.3% |
| 7D | +3.8% | +0.6% | +3.3% | +3.7% |
| 30D | +9.9% | +2.6% | +7.3% | +9.0% |
| 3M | +12.5% | +24.0% | -11.5% | +5.6% |
| 6M | +27.6% | +50.5% | -22.9% | +12.9% |
| YTD | +22.6% | +17.1% | +5.4% | +16.0% |
| 1Y | +45.0% | +5.9% | +39.1% | +41.1% |
| 3Y | +87.8% | +122.7% | -35.0% | +53.9% |
| All | +87.8% | +122.1% | -34.4% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling