+146,232.2%
AAPL vs AGI
+5,381.0%
+140,851.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.1% |
| 7D | -2.7% | +4.4% | -7.1% | -2.9% |
| 30D | +1.0% | +10.0% | -8.9% | +0.6% |
| 3M | +5.0% | +1.7% | +3.2% | +4.8% |
| 6M | +23.0% | -26.8% | +49.8% | +24.1% |
| YTD | +16.6% | -5.3% | +22.0% | +16.4% |
| 1Y | +33.4% | +11.5% | +21.9% | +32.3% |
| 3Y | +79.9% | +212.9% | -133.0% | +71.5% |
| 5Y | +109.0% | +388.8% | -279.8% | +95.6% |
| 10Y | +1,210.4% | +383.6% | +826.9% | +1,111.2% |
| All | +146,232.2% | +5,381.0% | +140,851.2% | +132,912.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling