+93.6%
AAPL vs TOST
+96.7%
-3.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.4% |
| 7D | -0.7% | +9.4% | -10.1% | -1.6% |
| 30D | +1.7% | +13.5% | -11.8% | +0.2% |
| 3M | +9.7% | -0.1% | +9.8% | +9.5% |
| 6M | +19.3% | +22.5% | -3.2% | +16.0% |
| YTD | +26.3% | -2.4% | +28.6% | +25.7% |
| 1Y | +27.4% | -4.7% | +32.1% | +27.1% |
| 3Y | +93.6% | +103.2% | -9.6% | +82.4% |
| All | +93.6% | +96.7% | -3.0% | +82.4% |
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