+35.1%
AAPL vs GPC
+0.6%
+34.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.4% |
| 7D | -3.0% | -0.6% | -2.3% | -2.9% |
| 30D | +2.3% | +1.3% | +1.0% | +2.1% |
| 3M | +8.6% | +37.1% | -28.5% | +6.0% |
| 6M | +21.6% | +23.2% | -1.6% | +18.3% |
| YTD | +16.3% | +13.1% | +3.2% | +11.6% |
| 1Y | +35.1% | +0.9% | +34.2% | +29.1% |
| All | +35.1% | +0.6% | +34.5% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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