+44.5%
AAPL vs FLEX
+90.6%
-46.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.1% | +7.7% | +3.6% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | +7.1% | -11.8% | +18.9% | +7.1% |
| 3M | +12.1% | -22.6% | +34.7% | +11.8% |
| 6M | +25.4% | +77.3% | -51.9% | +17.7% |
| YTD | +20.5% | +78.8% | -58.3% | +12.8% |
| 1Y | +44.5% | +86.1% | -41.5% | +34.5% |
| All | +44.5% | +90.6% | -46.1% | +34.5% |
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