+29.6%
AAPL vs DRI
+36.0%
-6.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | +1.8% | -0.7% | +2.5% | +1.8% |
| 30D | +4.3% | +14.7% | -10.4% | +2.8% |
| 3M | +16.6% | +5.4% | +11.2% | +15.8% |
| 6M | +21.6% | +18.8% | +2.8% | +19.0% |
| YTD | +31.2% | +28.4% | +2.8% | +31.0% |
| 1Y | +29.6% | +37.7% | -8.1% | +29.0% |
| All | +29.6% | +36.0% | -6.5% | +29.0% |
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