+45.0%
AAPL vs HRB
-6.2%
+51.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.8% |
| 7D | +3.8% | -8.0% | +11.9% | +3.8% |
| 30D | +9.9% | -16.0% | +25.9% | +9.7% |
| 3M | +12.5% | +26.9% | -14.4% | +13.5% |
| 6M | +27.6% | +51.1% | -23.5% | +29.5% |
| YTD | +22.6% | +7.1% | +15.5% | +22.8% |
| 1Y | +45.0% | -9.6% | +54.6% | +43.8% |
| All | +45.0% | -6.2% | +51.2% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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