+1,278.0%
AAPL vs AGI
+392.3%
+885.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.7% |
| 7D | +3.8% | -2.7% | +6.6% | +4.0% |
| 30D | +9.9% | +7.2% | +2.7% | +9.4% |
| 3M | +12.5% | +4.3% | +8.2% | +12.0% |
| 6M | +27.6% | -27.1% | +54.7% | +29.3% |
| YTD | +22.6% | -6.6% | +29.2% | +22.3% |
| 1Y | +45.0% | +9.5% | +35.5% | +43.2% |
| 3Y | +87.8% | +208.4% | -120.7% | +74.3% |
| 5Y | +128.7% | +401.6% | -273.0% | +106.4% |
| All | +1,278.0% | +392.3% | +885.6% | +1,170.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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