+33.9%
AAPL vs GOOGL
+47.9%
-14.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GOOGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.4% | -2.4% |
| 7D | +0.1% | -2.3% | +2.4% | +0.3% |
| 30D | +3.0% | -6.6% | +9.5% | +3.7% |
| 3M | +2.9% | -8.9% | +11.8% | +4.4% |
| 6M | +22.1% | +11.9% | +10.2% | +17.3% |
| YTD | +18.0% | +8.3% | +9.7% | +14.1% |
| 1Y | +33.9% | +46.2% | -12.3% | +21.1% |
| All | +33.9% | +47.9% | -14.0% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GOOGL.
Daily Out/Under-Performance
Portfolio return minus GOOGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GOOGL 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 GOOGL 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