+1,237.1%
AAPL vs AG
+64.8%
+1,172.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.4% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | +2.3% | +12.5% | -10.2% | +1.4% |
| 3M | +8.6% | +28.2% | -19.5% | +6.5% |
| 6M | +21.6% | -18.8% | +40.4% | +22.3% |
| YTD | +16.3% | +27.4% | -11.1% | +12.9% |
| 1Y | +35.1% | +132.2% | -97.1% | +25.0% |
| 3Y | +79.4% | +286.9% | -207.5% | +56.8% |
| 5Y | +109.8% | +72.8% | +37.1% | +89.6% |
| 10Y | +1,237.1% | +74.6% | +1,162.5% | +1,076.4% |
| All | +1,237.1% | +64.8% | +1,172.2% | +1,076.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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