+1,278.0%
AAPL vs AGG
+14.2%
+1,263.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | +3.8% | -1.1% | +4.9% | +4.5% |
| 30D | +9.9% | -1.1% | +11.1% | +10.6% |
| 3M | +12.5% | -1.9% | +14.4% | +13.7% |
| 6M | +27.6% | -1.7% | +29.3% | +28.9% |
| YTD | +22.6% | -1.3% | +23.9% | +23.5% |
| 1Y | +45.0% | -0.7% | +45.7% | +45.6% |
| 3Y | +87.8% | +12.5% | +75.3% | +76.0% |
| 5Y | +128.7% | -2.5% | +131.2% | +122.5% |
| All | +1,278.0% | +14.2% | +1,263.8% | +1,322.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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