+8,098.7%
AAPL vs ACWI
+341.2%
+7,757.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.6% | -0.2% | -0.1% |
| 7D | +3.7% | +0.3% | +3.3% | +3.3% |
| 30D | +4.2% | -2.8% | +7.0% | +7.0% |
| 3M | +12.0% | -3.2% | +15.2% | +15.2% |
| 6M | +19.8% | +1.3% | +18.5% | +17.5% |
| YTD | +29.3% | +11.2% | +18.1% | +15.5% |
| 1Y | +31.1% | +13.8% | +17.3% | +14.4% |
| 3Y | +94.9% | +76.2% | +18.7% | +12.1% |
| 5Y | +138.1% | +59.5% | +78.6% | +53.0% |
| 10Y | +1,276.0% | +222.2% | +1,053.8% | +392.0% |
| All | +8,098.7% | +341.2% | +7,757.5% | +2,472.5% |
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 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