+125,387.7%
AAPL vs ADSK
+4,756.5%
+120,631.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.4% | +1.1% | +2.8% |
| 7D | -0.5% | -10.9% | +10.4% | +3.0% |
| 30D | +7.1% | -15.9% | +23.0% | +12.5% |
| 3M | +12.1% | -4.4% | +16.5% | +12.8% |
| 6M | +25.4% | -16.6% | +42.1% | +30.6% |
| YTD | +20.5% | -28.5% | +49.0% | +30.7% |
| 1Y | +44.5% | -34.6% | +79.2% | +61.0% |
| 3Y | +85.8% | -3.5% | +89.2% | +81.1% |
| 5Y | +124.8% | -25.6% | +150.4% | +131.4% |
| 10Y | +1,284.7% | +216.6% | +1,068.1% | +805.9% |
| All | +125,387.7% | +4,756.5% | +120,631.1% | +25,640.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADSK.
Daily Out/Under-Performance
Portfolio return minus ADSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADSK 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded ADSK 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling