+33.9%
AAPL vs JCI
+37.7%
-3.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.4% | -2.7% |
| 7D | +0.1% | +3.8% | -3.7% | -0.3% |
| 30D | +3.0% | -5.7% | +8.6% | +3.6% |
| 3M | +2.9% | -1.4% | +4.3% | +2.8% |
| 6M | +22.1% | +4.1% | +18.0% | +19.6% |
| YTD | +18.0% | +21.7% | -3.7% | +11.3% |
| 1Y | +33.9% | +36.1% | -2.2% | +24.0% |
| All | +33.9% | +37.7% | -3.8% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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