+27.4%
AAPL vs LIN
+25.4%
+1.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.3% |
| 7D | -0.7% | +0.2% | -0.9% | -0.7% |
| 30D | +1.7% | +6.5% | -4.8% | +0.5% |
| 3M | +9.7% | +5.5% | +4.2% | +8.6% |
| 6M | +19.3% | +3.3% | +16.0% | +19.0% |
| YTD | +26.3% | +22.0% | +4.2% | +22.7% |
| 1Y | +27.4% | +25.7% | +1.6% | +24.7% |
| All | +27.4% | +25.4% | +1.9% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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