+78.2%
AAPL vs ON
-28.4%
+106.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.1% | -0.3% |
| 7D | -3.0% | -1.9% | -1.1% | -2.7% |
| 30D | +2.3% | -11.0% | +13.3% | +4.1% |
| 3M | +8.6% | -39.3% | +48.0% | +15.9% |
| 6M | +21.6% | +19.8% | +1.7% | +11.1% |
| YTD | +16.3% | +31.1% | -14.8% | +3.7% |
| 1Y | +35.1% | +46.0% | -10.9% | +16.7% |
| All | +78.2% | -28.4% | +106.6% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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