+122,851.5%
AAPL vs ADI
+36,130.1%
+86,721.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.6% | -4.1% | -3.1% |
| 7D | +0.1% | +0.4% | -0.4% | -0.1% |
| 30D | +3.0% | -3.8% | +6.8% | +4.2% |
| 3M | +2.9% | -15.3% | +18.2% | +7.8% |
| 6M | +22.1% | +6.7% | +15.4% | +17.1% |
| YTD | +18.0% | +34.8% | -16.8% | +3.8% |
| 1Y | +33.9% | +49.0% | -15.1% | +13.1% |
| 3Y | +71.2% | +108.1% | -36.9% | +25.2% |
| 5Y | +112.6% | +142.4% | -29.8% | +46.6% |
| 10Y | +1,198.8% | +589.9% | +608.9% | +514.0% |
| All | +122,851.5% | +36,130.1% | +86,721.4% | +12,041.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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