+121,410.5%
AAPL vs AIG
-23.1%
+121,433.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -0.8% |
| 7D | -2.7% | -1.6% | -1.2% | -2.5% |
| 30D | +1.0% | -5.2% | +6.2% | +2.0% |
| 3M | +5.0% | +1.5% | +3.5% | +4.7% |
| 6M | +23.0% | -3.9% | +27.0% | +23.8% |
| YTD | +16.6% | -11.6% | +28.2% | +19.0% |
| 1Y | +33.4% | -2.9% | +36.4% | +33.6% |
| 3Y | +79.9% | +33.7% | +46.1% | +69.8% |
| 5Y | +109.0% | +52.7% | +56.4% | +91.9% |
| 10Y | +1,210.4% | +62.6% | +1,147.8% | +1,039.9% |
| All | +121,410.5% | -23.1% | +121,433.6% | +50,735.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling