+281.8%
AAPL vs ACI
+17.4%
+264.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.3% | +4.8% | +3.7% |
| 7D | -0.5% | -7.1% | +6.6% | +0.3% |
| 30D | +7.1% | -4.5% | +11.6% | +7.6% |
| 3M | +12.1% | -22.3% | +34.4% | +14.8% |
| 6M | +25.4% | -28.4% | +53.8% | +29.5% |
| YTD | +20.5% | -29.5% | +50.0% | +24.3% |
| 1Y | +44.5% | -34.2% | +78.8% | +50.2% |
| 3Y | +85.8% | -45.7% | +131.4% | +97.0% |
| 5Y | +124.8% | -40.8% | +165.5% | +131.7% |
| All | +281.8% | +17.4% | +264.5% | +230.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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