+127.8%
AAPL vs SIRI
-41.5%
+169.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.6% |
| 7D | +3.8% | +0.6% | +3.3% | +3.8% |
| 30D | +9.9% | +2.5% | +7.4% | +9.4% |
| 3M | +12.5% | +6.6% | +5.9% | +11.3% |
| 6M | +27.6% | +32.9% | -5.3% | +22.0% |
| YTD | +22.6% | +50.5% | -27.9% | +14.8% |
| 1Y | +45.0% | +28.0% | +17.0% | +38.8% |
| 3Y | +87.8% | -22.4% | +110.2% | +85.5% |
| All | +127.8% | -41.5% | +169.3% | +145.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling