+33.9%
AAPL vs VRSK
-30.3%
+64.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.5% | 0.0% | -2.4% |
| 7D | +0.1% | -3.1% | +3.2% | +0.3% |
| 30D | +3.0% | -1.6% | +4.5% | +3.0% |
| 3M | +2.9% | +3.5% | -0.6% | +3.4% |
| 6M | +22.1% | -13.4% | +35.5% | +22.3% |
| YTD | +18.0% | -16.5% | +34.5% | +19.5% |
| 1Y | +33.9% | -30.6% | +64.5% | +40.3% |
| All | +33.9% | -30.3% | +64.2% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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