+31.0%
AAPL vs V
+26.6%
+4.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.1% |
| 7D | +4.1% | +0.9% | +3.2% | +3.9% |
| 30D | +4.0% | +9.0% | -5.0% | +2.3% |
| 3M | +16.8% | +16.7% | +0.1% | +13.2% |
| 6M | +19.4% | +33.4% | -14.0% | +13.0% |
| YTD | +31.5% | +22.4% | +9.2% | +24.4% |
| 1Y | +31.0% | +27.7% | +3.3% | +23.6% |
| All | +31.0% | +26.6% | +4.4% | +23.6% |
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