+87.8%
AAPL vs YUM
+17.9%
+69.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +2.3% |
| 7D | +3.8% | -6.1% | +9.9% | +5.5% |
| 30D | +9.9% | -5.8% | +15.8% | +11.5% |
| 3M | +12.5% | -7.6% | +20.1% | +14.6% |
| 6M | +27.6% | -9.1% | +36.8% | +30.5% |
| YTD | +22.6% | -5.5% | +28.1% | +23.6% |
| 1Y | +45.0% | -3.7% | +48.7% | +45.1% |
| 3Y | +87.8% | +17.8% | +70.0% | +81.2% |
| All | +87.8% | +17.9% | +69.9% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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