+133,818.3%
AAPL vs AA
+217.0%
+133,601.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.8% | +0.3% |
| 7D | +5.0% | +1.2% | +3.8% | +4.7% |
| 30D | +3.5% | -5.0% | +8.5% | +4.5% |
| 3M | +13.1% | -22.2% | +35.3% | +18.8% |
| 6M | +19.0% | -36.3% | +55.4% | +29.2% |
| YTD | +28.5% | -24.2% | +52.7% | +32.1% |
| 1Y | +29.7% | +3.9% | +25.8% | +23.5% |
| 3Y | +89.2% | +67.6% | +21.7% | +53.1% |
| 5Y | +141.2% | -8.8% | +150.0% | +108.9% |
| 10Y | +1,306.6% | +45.0% | +1,261.7% | +809.3% |
| All | +133,818.3% | +217.0% | +133,601.3% | +53,193.5% |
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