+35.1%
AAPL vs DRI
+3.0%
+32.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.4% | -0.1% |
| 7D | -3.0% | -4.8% | +1.9% | -2.6% |
| 30D | +2.3% | -3.9% | +6.2% | +2.6% |
| 3M | +8.6% | +5.1% | +3.5% | +8.0% |
| 6M | +21.6% | +5.5% | +16.1% | +20.7% |
| YTD | +16.3% | +16.5% | -0.2% | +16.9% |
| 1Y | +35.1% | +2.0% | +33.1% | +34.8% |
| All | +35.1% | +3.0% | +32.0% | +34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling