+1,254.4%
AAPL vs AEM
+369.2%
+885.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.9% | +6.5% | +3.8% |
| 7D | -0.5% | -5.0% | +4.5% | -0.1% |
| 30D | +7.1% | +8.5% | -1.4% | +6.3% |
| 3M | +12.1% | +29.3% | -17.2% | +9.5% |
| 6M | +25.4% | -12.9% | +38.4% | +26.2% |
| YTD | +20.5% | +16.8% | +3.7% | +18.1% |
| 1Y | +44.5% | +29.8% | +14.7% | +40.1% |
| 3Y | +85.8% | +336.7% | -251.0% | +60.0% |
| 5Y | +124.8% | +299.9% | -175.2% | +92.9% |
| All | +1,254.4% | +369.2% | +885.1% | +1,075.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling