+30.2%
AAPL vs GS
+14.4%
+15.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.1% |
| 7D | +3.2% | +5.1% | -1.9% | +2.3% |
| 30D | +4.1% | +2.4% | +1.6% | +3.6% |
| 3M | +17.5% | -11.5% | +29.0% | +19.5% |
| 6M | +20.6% | -2.5% | +23.1% | +18.6% |
| YTD | +31.0% | +5.5% | +25.5% | +26.6% |
| 1Y | +30.2% | +11.0% | +19.2% | +25.2% |
| All | +30.2% | +14.4% | +15.8% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GS.
Daily Out/Under-Performance
Portfolio return minus GS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GS 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 GS 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