+30.5%
AAPL vs IRE
-97.2%
+127.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -13.5% | +13.4% | -0.1% |
| 7D | +3.2% | +11.1% | -7.9% | +3.2% |
| 30D | +4.1% | -75.2% | +79.2% | +4.1% |
| 3M | +17.5% | -86.4% | +103.9% | +17.6% |
| 6M | +20.6% | -94.8% | +115.4% | +22.1% |
| YTD | +31.0% | -93.3% | +124.3% | +30.8% |
| All | +30.5% | -97.2% | +127.6% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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