+84.5%
AAPL vs SIRI
-23.3%
+107.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.2% | +2.4% | +3.4% |
| 7D | -0.5% | -3.0% | +2.5% | 0.0% |
| 30D | +7.1% | +1.3% | +5.8% | +6.8% |
| 3M | +12.1% | +5.6% | +6.5% | +11.1% |
| 6M | +25.4% | +35.2% | -9.7% | +19.4% |
| YTD | +20.5% | +49.1% | -28.6% | +12.6% |
| 1Y | +44.5% | +26.8% | +17.7% | +38.4% |
| All | +84.5% | -23.3% | +107.8% | +80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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