+82.0%
AAPL vs TPR
+307.9%
-225.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +0.1% | -2.3% | +2.4% | +0.5% |
| 30D | +3.0% | -23.0% | +25.9% | +7.4% |
| 3M | +2.9% | -12.5% | +15.4% | +4.6% |
| 6M | +22.1% | -21.4% | +43.5% | +26.2% |
| YTD | +18.0% | -3.5% | +21.5% | +17.1% |
| 1Y | +33.9% | +17.4% | +16.6% | +27.1% |
| All | +82.0% | +307.9% | -225.9% | +48.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling