+29.9%
AAPL vs EW
+19.7%
+10.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.4% | +0.9% | +4.5% |
| 7D | +1.7% | +8.3% | -6.6% | +0.3% |
| 30D | +5.0% | +13.9% | -8.9% | +2.8% |
| 3M | +13.1% | +10.9% | +2.2% | +11.2% |
| 6M | +26.5% | +19.2% | +7.2% | +22.0% |
| YTD | +28.9% | +16.6% | +12.3% | +22.9% |
| 1Y | +29.9% | +18.1% | +11.8% | +23.7% |
| All | +29.9% | +19.7% | +10.3% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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