+84.5%
AAPL vs TCOM
+7.1%
+77.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.3% | +4.8% | +3.7% |
| 7D | -0.5% | -6.5% | +6.0% | +0.3% |
| 30D | +7.1% | -16.2% | +23.3% | +9.3% |
| 3M | +12.1% | -19.3% | +31.4% | +14.8% |
| 6M | +25.4% | -27.2% | +52.7% | +29.8% |
| YTD | +20.5% | -46.2% | +66.6% | +28.3% |
| 1Y | +44.5% | -46.6% | +91.1% | +53.9% |
| All | +84.5% | +7.1% | +77.4% | +88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 TCOM 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