+35.1%
AAPL vs TER
+223.1%
-188.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.1% | -3.4% | -0.3% |
| 7D | -3.0% | +12.4% | -15.3% | -3.1% |
| 30D | +2.3% | +5.1% | -2.8% | +2.2% |
| 3M | +8.6% | +4.0% | +4.7% | +7.2% |
| 6M | +21.6% | +29.5% | -8.0% | +16.4% |
| YTD | +16.3% | +98.5% | -82.2% | +7.4% |
| 1Y | +35.1% | +234.1% | -199.0% | +16.1% |
| All | +35.1% | +223.1% | -188.0% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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