+30.5%
AAPL vs META
+2.0%
+28.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | META | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.1% | -2.7% | +2.0% |
| 7D | +3.7% | +5.7% | -2.1% | +3.2% |
| 30D | +4.2% | -10.8% | +14.9% | +4.9% |
| 3M | +12.0% | +8.4% | +3.6% | +10.5% |
| 6M | +19.8% | +5.4% | +14.4% | +18.3% |
| YTD | +29.3% | -2.6% | +31.9% | +26.7% |
| All | +30.5% | +2.0% | +28.5% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside META.
Daily Out/Under-Performance
Portfolio return minus META return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × META 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 META 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