+78.2%
AAPL vs PSKY
-21.8%
+100.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.4% | +5.1% | +0.1% |
| 7D | -3.0% | -6.8% | +3.9% | -2.5% |
| 30D | +2.3% | +10.2% | -8.0% | +1.6% |
| 3M | +8.6% | +0.3% | +8.3% | +8.6% |
| 6M | +21.6% | -7.8% | +29.3% | +21.9% |
| YTD | +16.3% | -23.0% | +39.3% | +17.8% |
| 1Y | +35.1% | -31.6% | +66.7% | +37.5% |
| All | +78.2% | -21.8% | +100.0% | +73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY 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 PSKY 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