+31.0%
AAPL vs DIA
+10.3%
+20.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.3% |
| 7D | +4.1% | +2.1% | +2.0% | +2.7% |
| 30D | +4.0% | +1.5% | +2.5% | +2.8% |
| 3M | +16.8% | -2.4% | +19.2% | +18.6% |
| 6M | +19.4% | +6.0% | +13.4% | +13.9% |
| YTD | +31.5% | +10.1% | +21.4% | +22.8% |
| 1Y | +31.0% | +11.8% | +19.2% | +21.4% |
| All | +31.0% | +10.3% | +20.7% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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