+29.9%
AAPL vs ILMN
+92.1%
-62.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -4.9% | +10.2% | +5.3% |
| 7D | +1.7% | -21.6% | +23.2% | +1.8% |
| 30D | +5.0% | -22.9% | +27.9% | +5.2% |
| 3M | +13.1% | +11.6% | +1.5% | +13.0% |
| 6M | +26.5% | +62.5% | -36.1% | +25.8% |
| YTD | +28.9% | +72.7% | -43.8% | +26.9% |
| 1Y | +29.9% | +93.9% | -63.9% | +25.9% |
| All | +29.9% | +92.1% | -62.2% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 ILMN 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