+30.5%
AAPL vs PL
+8.6%
+21.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +14.5% | -12.1% | +2.4% |
| 7D | +3.7% | +10.9% | -7.2% | +3.7% |
| 30D | +4.2% | -16.4% | +20.5% | +4.1% |
| 3M | +12.0% | -39.9% | +52.0% | +11.8% |
| 6M | +19.8% | -63.2% | +83.0% | +20.3% |
| YTD | +29.3% | -27.1% | +56.5% | +31.4% |
| All | +30.5% | +8.6% | +21.9% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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