+98,896.2%
AAPL vs AGG
+97.4%
+98,798.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -3.0% | -0.2% | -2.8% | -3.0% |
| 30D | +2.3% | -0.2% | +2.5% | +2.3% |
| 3M | +8.6% | -0.7% | +9.3% | +8.6% |
| 6M | +21.6% | -1.8% | +23.3% | +21.3% |
| YTD | +16.3% | -0.6% | +16.9% | +16.2% |
| 1Y | +35.1% | +0.4% | +34.7% | +35.1% |
| 3Y | +79.4% | +13.2% | +66.2% | +82.2% |
| 5Y | +109.8% | -2.0% | +111.8% | +100.6% |
| 10Y | +1,237.1% | +15.1% | +1,222.0% | +1,308.5% |
| All | +98,896.2% | +97.4% | +98,798.8% | +146,568.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling