+29.9%
AAPL vs HST
+76.4%
-46.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.3% | +4.0% | +5.1% |
| 7D | +1.7% | +3.3% | -1.7% | +1.1% |
| 30D | +5.0% | +16.4% | -11.4% | +2.1% |
| 3M | +13.1% | +5.5% | +7.6% | +12.0% |
| 6M | +26.5% | +31.1% | -4.7% | +18.9% |
| YTD | +28.9% | +55.9% | -27.0% | +18.1% |
| 1Y | +29.9% | +75.6% | -45.7% | +18.4% |
| All | +29.9% | +76.4% | -46.5% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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