+122,851.5%
AAPL vs AA
+295.2%
+122,556.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.4% | -2.0% |
| 7D | +0.1% | -0.7% | +0.8% | +0.3% |
| 30D | +3.0% | +5.0% | -2.0% | +1.6% |
| 3M | +2.9% | -35.8% | +38.7% | +12.3% |
| 6M | +22.1% | -18.4% | +40.5% | +25.0% |
| YTD | +18.0% | -5.5% | +23.5% | +16.0% |
| 1Y | +33.9% | +61.0% | -27.0% | +15.4% |
| 3Y | +71.2% | +66.2% | +5.0% | +38.6% |
| 5Y | +112.6% | +11.4% | +101.2% | +75.2% |
| 10Y | +1,198.8% | +116.9% | +1,081.9% | +660.3% |
| All | +122,851.5% | +295.2% | +122,556.3% | +46,687.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling