+1,254.4%
AAPL vs A
+247.2%
+1,007.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.1% | +4.7% | +4.1% |
| 7D | -0.5% | -4.6% | +4.1% | +1.6% |
| 30D | +7.1% | -4.3% | +11.4% | +9.0% |
| 3M | +12.1% | +8.9% | +3.2% | +6.8% |
| 6M | +25.4% | +24.5% | +0.9% | +10.5% |
| YTD | +20.5% | +5.8% | +14.6% | +14.6% |
| 1Y | +44.5% | +16.2% | +28.3% | +30.1% |
| 3Y | +85.8% | +28.5% | +57.3% | +50.2% |
| 5Y | +124.8% | -16.3% | +141.1% | +127.7% |
| All | +1,254.4% | +247.2% | +1,007.2% | +592.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling