+18.1%
AAPL vs Q
+75.3%
-57.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.5% | -1.2% |
| 7D | -2.7% | +6.7% | -9.5% | -2.9% |
| 30D | +1.0% | -10.6% | +11.6% | +1.4% |
| 3M | +5.0% | -14.6% | +19.6% | +4.8% |
| 6M | +23.0% | +12.1% | +11.0% | +19.2% |
| YTD | +16.6% | +51.3% | -34.6% | +12.5% |
| All | +18.1% | +75.3% | -57.2% | +15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling