+33.9%
AAPL vs TOST
-20.0%
+54.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +0.1% | -3.4% | +3.5% | +0.2% |
| 30D | +3.0% | -2.4% | +5.4% | +3.1% |
| 3M | +2.9% | +34.6% | -31.7% | +1.9% |
| 6M | +22.1% | +15.2% | +6.9% | +21.1% |
| YTD | +18.0% | -4.4% | +22.4% | +17.2% |
| 1Y | +33.9% | -17.4% | +51.4% | +30.3% |
| All | +33.9% | -20.0% | +54.0% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TOST.
Daily Out/Under-Performance
Portfolio return minus TOST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TOST 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 TOST 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