+44.5%
AAPL vs JCI
+33.3%
+11.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.5% | +5.0% | +3.7% |
| 7D | -0.5% | +0.4% | -0.9% | -0.6% |
| 30D | +7.1% | -7.7% | +14.8% | +8.0% |
| 3M | +12.1% | +2.8% | +9.3% | +10.9% |
| 6M | +25.4% | +7.2% | +18.2% | +21.5% |
| YTD | +20.5% | +20.0% | +0.5% | +13.4% |
| 1Y | +44.5% | +33.3% | +11.3% | +32.8% |
| All | +44.5% | +33.3% | +11.2% | +32.8% |
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