+33.4%
AAPL vs TPR
+12.7%
+20.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.7% | +2.6% | -0.8% |
| 7D | -2.7% | -3.4% | +0.6% | -2.4% |
| 30D | +1.0% | -27.3% | +28.3% | +4.2% |
| 3M | +5.0% | -16.2% | +21.2% | +6.2% |
| 6M | +23.0% | -17.9% | +40.9% | +24.3% |
| YTD | +16.6% | -7.1% | +23.7% | +17.7% |
| 1Y | +33.4% | +13.6% | +19.8% | +36.6% |
| All | +33.4% | +12.7% | +20.7% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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