+29.9%
AAPL vs O
+8.1%
+21.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.0% | +2.3% | +4.7% |
| 7D | +1.7% | +5.8% | -4.2% | +0.7% |
| 30D | +5.0% | +10.7% | -5.7% | +3.3% |
| 3M | +13.1% | -4.5% | +17.6% | +13.5% |
| 6M | +26.5% | -4.1% | +30.6% | +27.2% |
| YTD | +28.9% | +9.8% | +19.1% | +30.8% |
| 1Y | +29.9% | +11.3% | +18.6% | +31.3% |
| All | +29.9% | +8.1% | +21.8% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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