+29.7%
AAPL vs STM
+90.8%
-61.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.6% |
| 7D | +5.0% | -7.9% | +12.9% | +5.3% |
| 30D | +3.5% | -14.1% | +17.7% | +4.1% |
| 3M | +13.1% | -17.6% | +30.7% | +13.9% |
| 6M | +19.0% | -24.2% | +43.3% | +17.8% |
| YTD | +28.5% | +73.3% | -44.8% | +13.7% |
| 1Y | +29.7% | +90.1% | -60.4% | +13.2% |
| All | +29.7% | +90.8% | -61.1% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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