+12,833.3%
AAPL vs AG
+264.0%
+12,569.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.3% | +5.1% | +0.3% |
| 7D | +3.2% | -6.0% | +9.2% | +3.7% |
| 30D | +4.1% | -14.3% | +18.4% | +5.3% |
| 3M | +17.5% | -26.9% | +44.4% | +20.1% |
| 6M | +20.6% | -42.1% | +62.7% | +25.0% |
| YTD | +31.0% | -15.9% | +46.9% | +30.2% |
| 1Y | +30.2% | +11.5% | +18.7% | +26.1% |
| 3Y | +92.9% | +208.0% | -115.1% | +66.3% |
| 5Y | +142.4% | +2.4% | +140.0% | +123.7% |
| 10Y | +1,324.9% | +77.0% | +1,247.9% | +1,065.5% |
| All | +12,833.3% | +264.0% | +12,569.3% | +7,332.2% |
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