+1,367.3%
AAPL vs AA
+42.1%
+1,325.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.1% | +0.7% |
| 7D | +4.1% | +0.5% | +3.6% | +4.0% |
| 30D | +4.0% | -0.6% | +4.6% | +4.0% |
| 3M | +16.8% | -19.7% | +36.5% | +20.6% |
| 6M | +19.4% | -41.6% | +61.0% | +28.9% |
| YTD | +31.5% | -24.6% | +56.1% | +34.3% |
| 1Y | +31.0% | +4.9% | +26.1% | +25.9% |
| 3Y | +95.3% | +66.8% | +28.5% | +65.7% |
| 5Y | +143.4% | -19.4% | +162.8% | +123.7% |
| All | +1,367.3% | +42.1% | +1,325.2% | +931.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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