+33.9%
AAPL vs TGT
+84.5%
-50.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.5% |
| 7D | +0.1% | +0.8% | -0.7% | 0.0% |
| 30D | +3.0% | +12.2% | -9.2% | +1.5% |
| 3M | +2.9% | +33.8% | -30.9% | -0.7% |
| 6M | +22.1% | +39.3% | -17.2% | +16.8% |
| YTD | +18.0% | +72.9% | -54.8% | +10.6% |
| 1Y | +33.9% | +84.6% | -50.6% | +21.1% |
| All | +33.9% | +84.5% | -50.6% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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