+44.5%
AAPL vs V
+8.0%
+36.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | -0.5% | -3.0% | +2.5% | +0.3% |
| 30D | +7.1% | +1.2% | +5.9% | +6.7% |
| 3M | +12.1% | +13.9% | -1.8% | +8.9% |
| 6M | +25.4% | +17.2% | +8.2% | +20.7% |
| YTD | +20.5% | +5.3% | +15.1% | +18.6% |
| 1Y | +44.5% | +9.5% | +35.1% | +42.6% |
| All | +44.5% | +8.0% | +36.5% | +42.6% |
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