+78.2%
AAPL vs GOOGL
+144.5%
-66.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GOOGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.4% |
| 7D | -3.0% | -1.9% | -1.1% | -2.4% |
| 30D | +2.3% | -7.5% | +9.8% | +4.8% |
| 3M | +8.6% | -9.2% | +17.8% | +11.3% |
| 6M | +21.6% | +8.1% | +13.5% | +15.7% |
| YTD | +16.3% | +5.8% | +10.5% | +11.5% |
| 1Y | +35.1% | +38.3% | -3.3% | +15.2% |
| All | +78.2% | +144.5% | -66.3% | +16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling