+1,254.4%
AAPL vs AA
+123.1%
+1,131.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.8% | +8.4% | +4.3% |
| 7D | -0.5% | -5.4% | +4.9% | +0.3% |
| 30D | +7.1% | -10.7% | +17.8% | +8.9% |
| 3M | +12.1% | -26.2% | +38.3% | +17.0% |
| 6M | +25.4% | -20.9% | +46.4% | +28.3% |
| YTD | +20.5% | -8.6% | +29.1% | +19.5% |
| 1Y | +44.5% | +57.4% | -12.9% | +29.3% |
| 3Y | +85.8% | +77.8% | +7.9% | +56.4% |
| 5Y | +124.8% | +2.7% | +122.1% | +98.0% |
| All | +1,254.4% | +123.1% | +1,131.3% | +880.1% |
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