+109.0%
AAPL vs ADP
+47.6%
+61.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.3% | +0.5% |
| 7D | -2.7% | -5.5% | +2.7% | 0.0% |
| 30D | +1.0% | -1.2% | +2.2% | +1.5% |
| 3M | +5.0% | +17.9% | -12.9% | -3.9% |
| 6M | +23.0% | +20.3% | +2.7% | +10.8% |
| YTD | +16.6% | +5.8% | +10.8% | +12.8% |
| 1Y | +33.4% | -7.7% | +41.1% | +40.1% |
| 3Y | +79.9% | +14.7% | +65.1% | +62.3% |
| 5Y | +109.0% | +45.8% | +63.2% | +52.7% |
| All | +109.0% | +47.6% | +61.5% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADP.
Daily Out/Under-Performance
Portfolio return minus ADP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADP 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ADP 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling