+79.9%
AAPL vs DRI
+56.7%
+23.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.7% | -0.8% |
| 7D | -2.7% | -1.2% | -1.5% | -2.5% |
| 30D | +1.0% | -0.4% | +1.4% | +1.0% |
| 3M | +5.0% | +9.5% | -4.6% | +2.5% |
| 6M | +23.0% | +6.5% | +16.6% | +20.7% |
| YTD | +16.6% | +18.4% | -1.8% | +11.2% |
| 1Y | +33.4% | +4.2% | +29.2% | +31.6% |
| 3Y | +79.9% | +57.1% | +22.8% | +68.7% |
| All | +79.9% | +56.7% | +23.2% | +68.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded DRI 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling