+78.7%
AAPL vs STX
+1,373.7%
-1,295.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.5% | -7.7% | -1.7% |
| 7D | -2.7% | +10.7% | -13.5% | -3.6% |
| 30D | +1.0% | +11.3% | -10.3% | -0.2% |
| 3M | +5.0% | +3.2% | +1.7% | +3.2% |
| 6M | +23.0% | +157.0% | -133.9% | +5.0% |
| YTD | +16.6% | +229.2% | -212.6% | -6.7% |
| 1Y | +33.4% | +381.8% | -348.4% | -5.3% |
| All | +78.7% | +1,373.7% | -1,295.0% | -14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling