+274.1%
AAPL vs ACI
+25.9%
+248.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.5% |
| 7D | +0.1% | +0.2% | -0.1% | +0.1% |
| 30D | +3.0% | +5.9% | -2.9% | +2.3% |
| 3M | +2.9% | -19.8% | +22.7% | +5.0% |
| 6M | +22.1% | -24.7% | +46.8% | +25.3% |
| YTD | +18.0% | -24.4% | +42.4% | +20.9% |
| 1Y | +33.9% | -31.5% | +65.4% | +38.7% |
| 3Y | +71.2% | -38.7% | +109.9% | +78.9% |
| 5Y | +112.6% | -42.8% | +155.4% | +120.5% |
| All | +274.1% | +25.9% | +248.2% | +221.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling