+127.8%
AAPL vs GOOG
+136.5%
-8.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GOOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.1% |
| 7D | +3.8% | 0.0% | +3.8% | +3.8% |
| 30D | +9.9% | -2.0% | +11.9% | +10.9% |
| 3M | +12.5% | -5.9% | +18.4% | +14.4% |
| 6M | +27.6% | +8.9% | +18.7% | +19.5% |
| YTD | +22.6% | +7.1% | +15.4% | +15.5% |
| 1Y | +45.0% | +39.7% | +5.3% | +18.0% |
| 3Y | +87.8% | +145.8% | -58.1% | +7.6% |
| All | +127.8% | +136.5% | -8.7% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GOOG.
Daily Out/Under-Performance
Portfolio return minus GOOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GOOG 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 GOOG 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