+94.8%
AAPL vs META
+94.6%
+0.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | META | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.0% | +4.0% | +2.5% |
| 7D | +1.8% | -0.2% | +1.9% | +1.8% |
| 30D | +4.3% | -15.4% | +19.7% | +7.8% |
| 3M | +16.6% | +5.0% | +11.6% | +14.3% |
| 6M | +21.6% | +5.2% | +16.4% | +18.3% |
| YTD | +31.2% | -4.5% | +35.7% | +29.8% |
| 1Y | +29.6% | +0.6% | +28.9% | +26.1% |
| All | +94.8% | +94.6% | +0.2% | +63.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling