+35.1%
AAPL vs SNAP
-26.1%
+61.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | -0.1% |
| 7D | -3.0% | -5.0% | +2.0% | -2.6% |
| 30D | +2.3% | -0.7% | +3.0% | +2.2% |
| 3M | +8.6% | -5.0% | +13.6% | +8.2% |
| 6M | +21.6% | +3.5% | +18.0% | +19.7% |
| YTD | +16.3% | -34.2% | +50.5% | +17.1% |
| 1Y | +35.1% | -27.1% | +62.1% | +34.9% |
| All | +35.1% | -26.1% | +61.2% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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