+29.9%
AAPL vs V
+30.8%
-0.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.8% | +1.5% | +4.5% |
| 7D | +1.7% | +9.0% | -7.3% | -0.1% |
| 30D | +5.0% | +18.1% | -13.1% | +1.5% |
| 3M | +13.1% | +18.3% | -5.3% | +9.2% |
| 6M | +26.5% | +34.1% | -7.6% | +19.3% |
| YTD | +28.9% | +25.2% | +3.7% | +21.5% |
| 1Y | +29.9% | +29.3% | +0.6% | +24.0% |
| All | +29.9% | +30.8% | -0.9% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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