+87.8%
AAPL vs VRSK
-26.5%
+114.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | +3.8% | -5.2% | +9.0% | +4.7% |
| 30D | +9.9% | -2.3% | +12.2% | +10.3% |
| 3M | +12.5% | -2.9% | +15.4% | +13.1% |
| 6M | +27.6% | -12.8% | +40.4% | +30.4% |
| YTD | +22.6% | -20.8% | +43.4% | +27.9% |
| 1Y | +45.0% | -33.2% | +78.2% | +58.1% |
| 3Y | +87.8% | -26.6% | +114.3% | +101.5% |
| All | +87.8% | -26.5% | +114.2% | +101.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling