+1,278.0%
AAPL vs AEM
+378.0%
+900.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.1% | +1.6% |
| 7D | +3.8% | -2.1% | +6.0% | +4.0% |
| 30D | +9.9% | +8.4% | +1.5% | +9.1% |
| 3M | +12.5% | +27.3% | -14.8% | +10.0% |
| 6M | +27.6% | -9.7% | +37.3% | +28.1% |
| YTD | +22.6% | +19.0% | +3.6% | +20.0% |
| 1Y | +45.0% | +31.5% | +13.5% | +40.4% |
| 3Y | +87.8% | +338.7% | -250.9% | +61.7% |
| 5Y | +128.7% | +307.4% | -178.7% | +96.0% |
| All | +1,278.0% | +378.0% | +900.0% | +1,094.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded AEM 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling