+79.9%
AAPL vs STT
+203.8%
-123.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | +0.1% | -0.7% |
| 7D | -2.7% | +2.2% | -4.9% | -3.5% |
| 30D | +1.0% | +3.9% | -2.9% | -0.6% |
| 3M | +5.0% | +19.2% | -14.2% | -2.7% |
| 6M | +23.0% | +60.4% | -37.3% | -0.2% |
| YTD | +16.6% | +51.5% | -34.8% | -3.3% |
| 1Y | +33.4% | +76.3% | -42.9% | +2.8% |
| 3Y | +79.9% | +200.7% | -120.9% | +17.5% |
| All | +79.9% | +203.8% | -123.9% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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