+1,210.4%
AAPL vs ACWI
+226.0%
+984.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.6% |
| 7D | -2.7% | +1.1% | -3.8% | -4.0% |
| 30D | +1.0% | -0.2% | +1.2% | +1.2% |
| 3M | +5.0% | +4.7% | +0.3% | -1.2% |
| 6M | +23.0% | +14.5% | +8.6% | +3.4% |
| YTD | +16.6% | +14.6% | +2.0% | -2.3% |
| 1Y | +33.4% | +21.4% | +12.0% | +3.9% |
| 3Y | +79.9% | +77.6% | +2.3% | -12.3% |
| 5Y | +109.0% | +68.1% | +40.9% | +10.5% |
| 10Y | +1,210.4% | +226.1% | +984.3% | +245.5% |
| All | +1,210.4% | +226.0% | +984.5% | +245.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ACWI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling