+95.3%
AAPL vs ON
+7.1%
+88.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.6% | +4.0% | +1.0% |
| 7D | +4.1% | +12.2% | -8.1% | +2.1% |
| 30D | +4.0% | -3.1% | +7.1% | +4.1% |
| 3M | +16.8% | -12.9% | +29.7% | +18.5% |
| 6M | +19.4% | -38.6% | +58.0% | +26.0% |
| YTD | +31.5% | +31.2% | +0.3% | +14.9% |
| 1Y | +31.0% | +47.6% | -16.7% | +10.8% |
| 3Y | +95.3% | +6.6% | +88.7% | +66.4% |
| All | +95.3% | +7.1% | +88.2% | +66.4% |
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