+129.6%
AAPL vs FRSH
-72.6%
+202.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.1% | +3.6% |
| 7D | -0.5% | -11.2% | +10.7% | +1.5% |
| 30D | +7.1% | -0.8% | +7.9% | +7.1% |
| 3M | +12.1% | +26.4% | -14.3% | +7.3% |
| 6M | +25.4% | +48.4% | -22.9% | +16.1% |
| YTD | +20.5% | -3.1% | +23.6% | +19.2% |
| 1Y | +44.5% | -8.7% | +53.2% | +44.3% |
| 3Y | +85.8% | -45.8% | +131.6% | +97.2% |
| All | +129.6% | -72.6% | +202.1% | +129.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 all: compounded portfolio wealth divided by compounded FRSH 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…
all analysis · Full analysis span regression · 6 months rolling