+109.4%
AAPL vs ACGL
+161.8%
-52.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -2.1% |
| 7D | +0.1% | -0.7% | +0.8% | +0.3% |
| 30D | +3.0% | -1.0% | +4.0% | +3.2% |
| 3M | +2.9% | +11.0% | -8.2% | +0.2% |
| 6M | +22.1% | -0.3% | +22.4% | +21.9% |
| YTD | +18.0% | +2.3% | +15.7% | +16.9% |
| 1Y | +33.9% | +6.4% | +27.6% | +31.1% |
| 3Y | +71.2% | +34.0% | +37.2% | +52.0% |
| All | +109.4% | +161.8% | -52.4% | +37.5% |
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