+29.7%
AAPL vs T
-7.1%
+36.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.3% | -0.7% |
| 7D | +5.0% | +2.6% | +2.4% | +4.8% |
| 30D | +3.5% | -1.1% | +4.6% | +3.4% |
| 3M | +13.1% | -7.7% | +20.8% | +13.7% |
| 6M | +19.0% | -10.6% | +29.7% | +19.8% |
| YTD | +28.5% | -7.5% | +36.0% | +29.2% |
| 1Y | +29.7% | -7.4% | +37.1% | +30.6% |
| All | +29.7% | -7.1% | +36.8% | +30.6% |
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