+87.8%
AAPL vs GPN
-27.6%
+115.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | +3.8% | -4.6% | +8.4% | +5.1% |
| 30D | +9.9% | -0.3% | +10.2% | +9.8% |
| 3M | +12.5% | +35.4% | -22.9% | +3.2% |
| 6M | +27.6% | +21.7% | +6.0% | +20.0% |
| YTD | +22.6% | +14.9% | +7.7% | +16.5% |
| 1Y | +45.0% | +3.2% | +41.8% | +41.9% |
| 3Y | +87.8% | -27.1% | +114.9% | +93.6% |
| All | +87.8% | -27.6% | +115.4% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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