+35.1%
AAPL vs T
-8.9%
+43.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | -0.2% |
| 7D | -3.0% | -3.1% | +0.1% | -2.8% |
| 30D | +2.3% | +4.6% | -2.3% | +2.2% |
| 3M | +8.6% | +12.2% | -3.6% | +8.6% |
| 6M | +21.6% | -6.5% | +28.0% | +21.8% |
| YTD | +16.3% | +4.9% | +11.4% | +16.0% |
| 1Y | +35.1% | -10.5% | +45.5% | +39.6% |
| All | +35.1% | -8.9% | +43.9% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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