+78.2%
AAPL vs JCI
+163.4%
-85.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | 0.0% |
| 7D | -3.0% | +4.1% | -7.0% | -4.0% |
| 30D | +2.3% | -3.8% | +6.1% | +3.2% |
| 3M | +8.6% | -1.6% | +10.3% | +8.5% |
| 6M | +21.6% | +9.5% | +12.0% | +16.6% |
| YTD | +16.3% | +21.7% | -5.4% | +7.5% |
| 1Y | +35.1% | +37.1% | -2.1% | +19.5% |
| All | +78.2% | +163.4% | -85.2% | +31.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling