+21.6%
AAPL vs DAR
-14.7%
+36.3%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.1% | -3.0% | +2.1% |
| 7D | +1.8% | +3.6% | -1.8% | +1.7% |
| 30D | +4.3% | -11.3% | +15.6% | +3.4% |
| 3M | +16.6% | -13.1% | +29.8% | +15.4% |
| 6M | +21.6% | -15.1% | +36.7% | +17.3% |
| All | +21.6% | -14.7% | +36.3% | +17.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling