+94.8%
AAPL vs TOST
+142.2%
-47.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.2% | +3.3% | +2.2% |
| 7D | +1.8% | -3.6% | +5.3% | +2.2% |
| 30D | +4.3% | +8.9% | -4.6% | +3.2% |
| 3M | +16.6% | -2.2% | +18.9% | +16.8% |
| 6M | +21.6% | +41.0% | -19.4% | +16.4% |
| YTD | +31.2% | -4.0% | +35.1% | +30.9% |
| 1Y | +29.6% | -9.6% | +39.2% | +30.2% |
| All | +94.8% | +142.2% | -47.4% | +81.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling