+143.3%
AAPL vs ACWI
+58.7%
+84.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.7% |
| 7D | +4.1% | +2.4% | +1.7% | +1.3% |
| 30D | +4.0% | -1.7% | +5.6% | +5.8% |
| 3M | +16.8% | -3.9% | +20.7% | +21.9% |
| 6M | +19.4% | +0.8% | +18.6% | +17.1% |
| YTD | +31.5% | +11.0% | +20.5% | +14.2% |
| 1Y | +31.0% | +13.1% | +17.9% | +11.0% |
| 3Y | +95.3% | +73.9% | +21.4% | -3.8% |
| All | +143.3% | +58.7% | +84.6% | +35.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling