+20.8%
AAPL vs IRE
-82.8%
+103.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +10.2% | -11.4% | -1.2% |
| 7D | -2.7% | +58.9% | -61.6% | -2.9% |
| 30D | +1.0% | +17.2% | -16.2% | +0.9% |
| 3M | +5.0% | -58.6% | +63.6% | +6.3% |
| 6M | +23.0% | -23.5% | +46.5% | +23.2% |
| YTD | +16.6% | -47.4% | +64.1% | +16.2% |
| All | +20.8% | -82.8% | +103.6% | +20.7% |
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