+29.9%
AAPL vs FLEX
+23.4%
+6.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -12.3% | +17.6% | +5.1% |
| 7D | +1.7% | -17.0% | +18.6% | +1.4% |
| 30D | +5.0% | -33.8% | +38.8% | +4.6% |
| 3M | +13.1% | -39.0% | +52.1% | +12.6% |
| 6M | +26.5% | -15.9% | +42.4% | +22.5% |
| YTD | +28.9% | +27.8% | +1.1% | +20.8% |
| 1Y | +29.9% | +25.0% | +4.9% | +22.3% |
| All | +29.9% | +23.4% | +6.5% | +22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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