+122,851.5%
AAPL vs AEM
+3,538.8%
+119,312.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.4% | -2.5% |
| 7D | +0.1% | -0.5% | +0.6% | +0.1% |
| 30D | +3.0% | +24.0% | -21.0% | +2.4% |
| 3M | +2.9% | +16.1% | -13.2% | +2.4% |
| 6M | +22.1% | -11.6% | +33.7% | +22.3% |
| YTD | +18.0% | +21.5% | -3.5% | +17.2% |
| 1Y | +33.9% | +39.2% | -5.2% | +32.5% |
| 3Y | +71.2% | +347.4% | -276.3% | +64.1% |
| 5Y | +112.6% | +290.1% | -177.5% | +103.9% |
| 10Y | +1,198.8% | +357.8% | +841.0% | +1,137.5% |
| All | +122,851.5% | +3,538.8% | +119,312.6% | +140,297.5% |
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