+143.3%
AAPL vs ACGL
+173.3%
-29.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | +4.1% | +2.2% | +2.0% | +3.6% |
| 30D | +4.0% | +12.3% | -8.3% | +1.0% |
| 3M | +16.8% | +11.8% | +5.0% | +13.5% |
| 6M | +19.4% | +17.5% | +1.9% | +14.5% |
| YTD | +31.5% | +14.3% | +17.2% | +26.7% |
| 1Y | +31.0% | +18.2% | +12.8% | +25.0% |
| 3Y | +95.3% | +33.2% | +62.1% | +76.6% |
| All | +143.3% | +173.3% | -29.9% | +61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 5y: compounded portfolio wealth divided by compounded ACGL 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…
5y analysis · Full analysis span regression · 6 months rolling