+47,645.1%
AAPL vs A
+457.0%
+47,188.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.7% |
| 7D | +0.1% | -1.9% | +2.0% | +0.7% |
| 30D | +3.0% | +6.9% | -3.9% | +0.4% |
| 3M | +2.9% | +9.2% | -6.3% | -0.8% |
| 6M | +22.1% | +25.7% | -3.6% | +11.1% |
| YTD | +18.0% | +11.5% | +6.5% | +11.7% |
| 1Y | +33.9% | +18.4% | +15.6% | +23.7% |
| 3Y | +71.2% | +26.6% | +44.6% | +50.9% |
| 5Y | +112.6% | -12.8% | +125.4% | +111.1% |
| 10Y | +1,198.8% | +247.2% | +951.6% | +708.6% |
| All | +47,645.1% | +457.0% | +47,188.1% | +22,282.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling