+82.6%
AAPL vs DAR
+13.3%
+69.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.7% | -2.4% |
| 7D | +0.1% | +1.4% | -1.3% | -0.1% |
| 30D | +3.0% | +12.8% | -9.8% | +1.4% |
| 3M | +2.9% | +7.4% | -4.5% | +1.8% |
| 6M | +22.1% | +22.3% | -0.2% | +18.4% |
| YTD | +18.0% | +81.1% | -63.1% | +8.3% |
| 1Y | +33.9% | +106.5% | -72.6% | +20.2% |
| All | +82.6% | +13.3% | +69.3% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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