+44.5%
AAPL vs IBN
-8.6%
+53.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.1% | +3.7% |
| 7D | -0.5% | -5.5% | +5.0% | +0.7% |
| 30D | +7.1% | -3.4% | +10.5% | +7.9% |
| 3M | +12.1% | +8.7% | +3.4% | +10.2% |
| 6M | +25.4% | +3.7% | +21.7% | +24.1% |
| YTD | +20.5% | -2.4% | +22.8% | +21.2% |
| 1Y | +44.5% | -8.1% | +52.6% | +42.5% |
| All | +44.5% | -8.6% | +53.1% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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