+78.2%
AAPL vs RUN
-37.3%
+115.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.3% | 0.0% |
| 7D | -3.0% | -1.8% | -1.2% | -2.9% |
| 30D | +2.3% | -10.8% | +13.1% | +3.0% |
| 3M | +8.6% | -30.2% | +38.8% | +10.8% |
| 6M | +21.6% | -22.3% | +43.9% | +22.8% |
| YTD | +16.3% | -52.2% | +68.5% | +20.2% |
| 1Y | +35.1% | -45.1% | +80.2% | +37.9% |
| All | +78.2% | -37.3% | +115.5% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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