+44.5%
AAPL vs GOOGL
+39.6%
+4.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GOOGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.6% | +3.0% | +3.5% |
| 7D | -0.5% | -2.8% | +2.3% | -0.2% |
| 30D | +7.1% | -3.2% | +10.3% | +7.5% |
| 3M | +12.1% | -6.6% | +18.7% | +13.0% |
| 6M | +25.4% | +8.5% | +17.0% | +21.0% |
| YTD | +20.5% | +6.5% | +14.0% | +16.7% |
| 1Y | +44.5% | +39.4% | +5.1% | +30.2% |
| All | +44.5% | +39.6% | +4.9% | +30.2% |
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