+33.9%
AAPL vs RGEN
+45.2%
-11.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -2.5% |
| 7D | +0.1% | -4.9% | +5.0% | +0.2% |
| 30D | +3.0% | +5.7% | -2.7% | +2.6% |
| 3M | +2.9% | +32.4% | -29.5% | +1.3% |
| 6M | +22.1% | +33.2% | -11.1% | +19.5% |
| YTD | +18.0% | +2.3% | +15.7% | +16.8% |
| 1Y | +33.9% | +39.0% | -5.1% | +32.7% |
| All | +33.9% | +45.2% | -11.3% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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