+78.2%
AAPL vs IT
-52.2%
+130.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | 0.0% |
| 7D | -3.0% | -9.1% | +6.2% | -1.7% |
| 30D | +2.3% | -12.2% | +14.5% | +4.0% |
| 3M | +8.6% | +7.8% | +0.8% | +6.5% |
| 6M | +21.6% | +2.0% | +19.6% | +19.7% |
| YTD | +16.3% | -32.7% | +49.0% | +23.7% |
| 1Y | +35.1% | -31.1% | +66.2% | +42.2% |
| All | +78.2% | -52.2% | +130.4% | +119.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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