+7,904.2%
AAPL vs ACWI
+330.0%
+7,574.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.7% | -2.4% | +1.7% | +1.6% |
| 30D | +1.7% | -5.2% | +6.9% | +6.9% |
| 3M | +9.7% | -4.8% | +14.5% | +14.8% |
| 6M | +19.3% | -1.3% | +20.6% | +20.0% |
| YTD | +26.3% | +8.4% | +17.9% | +15.6% |
| 1Y | +27.4% | +11.0% | +16.4% | +13.8% |
| 3Y | +93.6% | +70.6% | +23.1% | +15.0% |
| 5Y | +131.7% | +55.3% | +76.4% | +52.7% |
| 10Y | +1,268.5% | +223.2% | +1,045.3% | +389.9% |
| All | +7,904.2% | +330.0% | +7,574.2% | +2,475.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling