+95.3%
AAPL vs IAG
+663.0%
-567.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.3% |
| 7D | +4.1% | -7.7% | +11.8% | +4.5% |
| 30D | +4.0% | +1.6% | +2.4% | +3.8% |
| 3M | +16.8% | -2.4% | +19.2% | +16.6% |
| 6M | +19.4% | -7.8% | +27.2% | +19.3% |
| YTD | +31.5% | +5.0% | +26.5% | +30.1% |
| 1Y | +31.0% | +25.7% | +5.3% | +28.3% |
| 3Y | +95.3% | +694.5% | -599.2% | +71.5% |
| All | +95.3% | +663.0% | -567.7% | +71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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