+29.9%
AAPL vs STX
+119.7%
-89.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -8.1% | +13.4% | +5.0% |
| 7D | +1.7% | -20.2% | +21.8% | +0.9% |
| 30D | +5.0% | -37.2% | +42.2% | +3.4% |
| 3M | +13.1% | -34.1% | +47.1% | +11.6% |
| 6M | +26.5% | -24.5% | +50.9% | +23.6% |
| YTD | +28.9% | +102.9% | -74.0% | +23.2% |
| 1Y | +29.9% | +123.8% | -93.9% | +23.9% |
| All | +29.9% | +119.7% | -89.8% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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