+33.9%
AAPL vs MSCI
+4.9%
+29.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.5% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | +3.0% | +0.6% | +2.4% | +2.9% |
| 3M | +2.9% | -7.1% | +10.0% | +3.1% |
| 6M | +22.1% | +0.8% | +21.3% | +21.7% |
| YTD | +18.0% | +1.0% | +17.0% | +18.1% |
| 1Y | +33.9% | +4.3% | +29.6% | +33.3% |
| All | +33.9% | +4.9% | +29.0% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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