+29.9%
AAPL vs SIMO
+94.5%
-64.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -9.6% | +14.9% | +5.3% |
| 7D | +1.7% | -16.9% | +18.5% | +1.6% |
| 30D | +5.0% | -35.4% | +40.4% | +5.0% |
| 3M | +13.1% | -31.9% | +44.9% | +13.1% |
| 6M | +26.5% | -19.3% | +45.8% | +25.0% |
| YTD | +28.9% | +98.5% | -69.6% | +24.8% |
| 1Y | +29.9% | +100.5% | -70.6% | +25.6% |
| All | +29.9% | +94.5% | -64.6% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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