+1,278.0%
AAPL vs AIG
+66.2%
+1,211.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.6% |
| 7D | +3.8% | -1.2% | +5.0% | +4.2% |
| 30D | +9.9% | -1.1% | +11.0% | +10.3% |
| 3M | +12.5% | +0.7% | +11.8% | +12.2% |
| 6M | +27.6% | -2.2% | +29.8% | +28.2% |
| YTD | +22.6% | -10.8% | +33.4% | +26.4% |
| 1Y | +45.0% | -2.0% | +47.0% | +44.8% |
| 3Y | +87.8% | +34.8% | +52.9% | +69.0% |
| 5Y | +128.7% | +55.0% | +73.6% | +95.2% |
| All | +1,278.0% | +66.2% | +1,211.8% | +919.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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