+11,552.2%
AAPL vs AG
+445.6%
+11,106.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.0% | -0.5% | -2.3% |
| 7D | +0.1% | +1.0% | -0.9% | 0.0% |
| 30D | +3.0% | +19.2% | -16.2% | +1.3% |
| 3M | +2.9% | +6.2% | -3.3% | +1.9% |
| 6M | +22.1% | -26.7% | +48.8% | +24.1% |
| YTD | +18.0% | +26.1% | -8.1% | +13.8% |
| 1Y | +33.9% | +131.7% | -97.7% | +21.8% |
| 3Y | +71.2% | +255.3% | -184.2% | +45.8% |
| 5Y | +112.6% | +61.9% | +50.7% | +89.2% |
| 10Y | +1,198.8% | +72.0% | +1,126.7% | +967.6% |
| All | +11,552.2% | +445.6% | +11,106.6% | +6,393.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling