+95.3%
AAPL vs GOOGL
+126.6%
-31.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GOOGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.7% |
| 7D | +4.1% | +3.9% | +0.3% | +3.0% |
| 30D | +4.0% | -14.9% | +18.9% | +8.5% |
| 3M | +16.8% | -14.6% | +31.4% | +21.7% |
| 6M | +19.4% | -26.4% | +45.8% | +30.2% |
| YTD | +31.5% | -5.3% | +36.8% | +29.4% |
| 1Y | +31.0% | +6.5% | +24.5% | +22.5% |
| 3Y | +95.3% | +126.0% | -30.8% | +31.6% |
| All | +95.3% | +126.6% | -31.3% | +31.6% |
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