+30.1%
AAPL vs Q
+27.2%
+2.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | -0.1% |
| 7D | +3.1% | +11.5% | -8.4% | +2.9% |
| 30D | +4.0% | -0.2% | +4.2% | +4.0% |
| 3M | +17.4% | -13.6% | +31.0% | +17.9% |
| 6M | +20.5% | -27.0% | +47.5% | +22.0% |
| YTD | +30.9% | +50.5% | -19.6% | +26.2% |
| 1Y | +30.1% | +33.8% | -3.6% | +25.7% |
| All | +30.1% | +27.2% | +2.9% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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