+29.9%
AAPL vs JPM
+17.0%
+12.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.2% | +1.1% | +4.4% |
| 7D | +1.7% | +3.8% | -2.1% | +0.9% |
| 30D | +5.0% | +6.5% | -1.5% | +3.7% |
| 3M | +13.1% | -1.0% | +14.1% | +13.1% |
| 6M | +26.5% | +15.5% | +10.9% | +22.4% |
| YTD | +28.9% | +11.4% | +17.5% | +23.8% |
| 1Y | +29.9% | +16.1% | +13.9% | +24.6% |
| All | +29.9% | +17.0% | +12.9% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JPM.
Daily Out/Under-Performance
Portfolio return minus JPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JPM 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 JPM 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