+7,380.5%
AAPL vs ACWI
+356.8%
+7,023.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +0.1% | +0.5% | -0.4% | -0.4% |
| 30D | +3.0% | +0.9% | +2.1% | +2.0% |
| 3M | +2.9% | +2.4% | +0.5% | +0.1% |
| 6M | +22.1% | +12.4% | +9.7% | +8.3% |
| YTD | +18.0% | +15.2% | +2.9% | +2.1% |
| 1Y | +33.9% | +22.7% | +11.2% | +8.8% |
| 3Y | +71.2% | +75.8% | -4.6% | -1.1% |
| 5Y | +112.6% | +67.7% | +44.9% | +30.5% |
| 10Y | +1,198.8% | +229.0% | +969.8% | +354.8% |
| All | +7,380.5% | +356.8% | +7,023.7% | +2,173.8% |
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