+84.5%
AAPL vs OTIS
-13.8%
+98.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.0% | +5.6% | +4.2% |
| 7D | -0.5% | -5.0% | +4.5% | +1.0% |
| 30D | +7.1% | -6.5% | +13.6% | +9.2% |
| 3M | +12.1% | -2.0% | +14.0% | +12.5% |
| 6M | +25.4% | -20.2% | +45.6% | +33.9% |
| YTD | +20.5% | -21.0% | +41.4% | +28.7% |
| 1Y | +44.5% | -20.9% | +65.4% | +54.0% |
| All | +84.5% | -13.8% | +98.3% | +83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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