+31.0%
AAPL vs TER
+41.9%
-10.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.4% | +5.8% | +0.4% |
| 7D | +4.1% | +14.4% | -10.2% | +4.2% |
| 30D | +4.0% | -30.6% | +34.5% | +3.5% |
| 3M | +16.8% | -39.2% | +56.0% | +16.3% |
| 6M | +19.4% | -31.3% | +50.7% | +16.9% |
| YTD | +31.5% | +29.1% | +2.4% | +21.4% |
| 1Y | +31.0% | +47.4% | -16.5% | +19.1% |
| All | +31.0% | +41.9% | -10.9% | +19.1% |
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