+136,904.1%
AAPL vs AEM
+3,071.7%
+133,832.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +4.1% | -6.8% | +11.0% | +4.3% |
| 30D | +4.0% | +0.8% | +3.1% | +3.9% |
| 3M | +16.8% | -0.8% | +17.6% | +16.7% |
| 6M | +19.4% | -8.5% | +27.9% | +19.5% |
| YTD | +31.5% | +5.9% | +25.6% | +31.0% |
| 1Y | +31.0% | +6.6% | +24.4% | +30.4% |
| 3Y | +95.3% | +302.2% | -206.9% | +87.7% |
| 5Y | +143.4% | +250.8% | -107.4% | +133.9% |
| 10Y | +1,330.5% | +406.1% | +924.5% | +1,262.7% |
| All | +136,904.1% | +3,071.7% | +133,832.4% | +156,811.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling