+89.2%
AAPL vs PR
+86.9%
+2.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.6% | -0.8% |
| 7D | +5.0% | -9.5% | +14.5% | +6.4% |
| 30D | +3.5% | -5.7% | +9.2% | +4.1% |
| 3M | +13.1% | +3.0% | +10.1% | +12.0% |
| 6M | +19.0% | +11.8% | +7.2% | +15.8% |
| YTD | +28.5% | +58.5% | -29.9% | +14.9% |
| 1Y | +29.7% | +69.9% | -40.2% | +13.9% |
| 3Y | +89.2% | +84.9% | +4.3% | +57.2% |
| All | +89.2% | +86.9% | +2.4% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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