+31.0%
AAPL vs STX
+94.2%
-63.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +0.3% |
| 7D | +4.1% | +14.6% | -10.5% | +4.5% |
| 30D | +4.0% | -26.0% | +29.9% | +2.9% |
| 3M | +16.8% | -42.6% | +59.4% | +14.8% |
| 6M | +19.4% | -35.3% | +54.7% | +16.7% |
| YTD | +31.5% | +92.5% | -61.0% | +24.9% |
| 1Y | +31.0% | +102.4% | -71.4% | +24.3% |
| All | +31.0% | +94.2% | -63.2% | +24.3% |
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