+44.5%
AAPL vs STX
+350.5%
-305.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.7% | +6.2% | +3.5% |
| 7D | -0.5% | +8.0% | -8.5% | -0.3% |
| 30D | +7.1% | +5.1% | +2.0% | +7.2% |
| 3M | +12.1% | +5.8% | +6.3% | +11.5% |
| 6M | +25.4% | +124.9% | -99.5% | +22.4% |
| YTD | +20.5% | +213.9% | -193.4% | +16.5% |
| 1Y | +44.5% | +350.4% | -305.9% | +36.7% |
| All | +44.5% | +350.5% | -305.9% | +36.7% |
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