+44.5%
AAPL vs DOW
+29.9%
+14.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.7% | +3.6% |
| 7D | -0.5% | -2.4% | +1.9% | -0.6% |
| 30D | +7.1% | -4.1% | +11.2% | +7.0% |
| 3M | +12.1% | -12.4% | +24.5% | +12.0% |
| 6M | +25.4% | -10.6% | +36.1% | +23.8% |
| YTD | +20.5% | +31.1% | -10.6% | +14.9% |
| 1Y | +44.5% | +30.5% | +14.0% | +36.3% |
| All | +44.5% | +29.9% | +14.6% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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