+29.9%
AAPL vs EXE
-18.4%
+48.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.9% | +8.2% | +5.2% |
| 7D | +1.7% | -4.7% | +6.3% | +1.5% |
| 30D | +5.0% | +1.0% | +4.0% | +5.0% |
| 3M | +13.1% | -5.6% | +18.7% | +12.9% |
| 6M | +26.5% | -12.3% | +38.8% | +25.8% |
| YTD | +28.9% | -19.5% | +48.4% | +28.8% |
| 1Y | +29.9% | -18.9% | +48.8% | +30.4% |
| All | +29.9% | -18.4% | +48.3% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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