+125,387.6%
AAPL vs AJG
+11,290.2%
+114,097.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.7% |
| 7D | -0.5% | -8.5% | +8.0% | +2.1% |
| 30D | +7.1% | -3.8% | +10.9% | +8.2% |
| 3M | +12.1% | +10.8% | +1.3% | +8.5% |
| 6M | +25.4% | +15.6% | +9.8% | +19.4% |
| YTD | +20.5% | -5.1% | +25.6% | +21.0% |
| 1Y | +44.5% | -16.0% | +60.6% | +50.0% |
| 3Y | +85.8% | +9.7% | +76.0% | +75.7% |
| 5Y | +124.8% | +77.8% | +46.9% | +84.4% |
| 10Y | +1,284.7% | +478.2% | +806.5% | +735.5% |
| All | +125,387.6% | +11,290.2% | +114,097.4% | +37,438.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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