+69.2%
AAPL vs GLXY
-32.0%
+101.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +13.2% | -11.1% | +2.0% |
| 7D | +1.8% | +14.3% | -12.6% | +1.7% |
| 30D | +4.3% | -19.6% | +23.9% | +4.4% |
| 3M | +16.6% | -20.7% | +37.3% | +16.6% |
| 6M | +21.6% | -49.6% | +71.2% | +22.9% |
| YTD | +31.2% | -28.6% | +59.7% | +29.8% |
| 1Y | +29.6% | -48.0% | +77.6% | +29.8% |
| All | +69.2% | -32.0% | +101.2% | +66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 5y: compounded portfolio wealth divided by compounded GLXY 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…
5y analysis · Full analysis span regression · 6 months rolling