+29.9%
AAPL vs VIAV
+72.0%
-42.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.2% | +7.5% | +5.3% |
| 7D | +1.7% | -14.7% | +16.4% | +1.5% |
| 30D | +5.0% | -37.4% | +42.4% | +4.4% |
| 3M | +13.1% | -27.1% | +40.2% | +12.7% |
| 6M | +26.5% | -44.0% | +70.5% | +27.1% |
| YTD | +28.9% | +64.9% | -36.0% | +20.6% |
| 1Y | +29.9% | +75.3% | -45.4% | +21.1% |
| All | +29.9% | +72.0% | -42.1% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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