+45.0%
AAPL vs HL
+82.6%
-37.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +1.8% |
| 7D | +3.8% | -4.4% | +8.2% | +4.0% |
| 30D | +9.9% | +9.3% | +0.6% | +9.5% |
| 3M | +12.5% | +32.0% | -19.5% | +11.2% |
| 6M | +27.6% | -6.4% | +34.1% | +26.6% |
| YTD | +22.6% | +3.1% | +19.4% | +20.7% |
| 1Y | +45.0% | +77.6% | -32.6% | +36.2% |
| All | +45.0% | +82.6% | -37.7% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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