+12.3%
QQQ vs AAPL
+30.7%
-18.5%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.3% | -4.3% | +0.2% |
| 7D | -4.6% | +1.7% | -6.3% | -4.9% |
| 30D | -8.5% | +5.0% | -13.5% | -9.2% |
| 3M | -4.3% | +13.1% | -17.4% | -6.3% |
| 6M | +3.1% | +26.5% | -23.4% | -3.5% |
| YTD | +13.0% | +28.9% | -15.9% | +4.6% |
| 1Y | +12.3% | +29.9% | -17.6% | +3.1% |
| All | +12.3% | +30.7% | -18.5% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AAPL.
Daily Out/Under-Performance
Portfolio return minus AAPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAPL 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 AAPL 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