+121,072.4%
AAPL vs ADSK
+4,642.0%
+116,430.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.4% | +0.5% |
| 7D | -3.0% | -14.5% | +11.6% | +1.7% |
| 30D | +2.3% | -19.3% | +21.6% | +8.8% |
| 3M | +8.6% | -7.8% | +16.4% | +10.5% |
| 6M | +21.6% | -20.8% | +42.3% | +28.5% |
| YTD | +16.3% | -30.2% | +46.5% | +27.1% |
| 1Y | +35.1% | -36.5% | +71.5% | +51.7% |
| 3Y | +79.4% | -5.7% | +85.1% | +76.1% |
| 5Y | +109.8% | -28.2% | +138.0% | +118.4% |
| 10Y | +1,237.1% | +209.1% | +1,027.9% | +781.0% |
| All | +121,072.4% | +4,642.0% | +116,430.4% | +24,933.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling