+127,774.9%
AAPL vs ALB
+2,114.0%
+125,660.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.6% | +0.5% |
| 7D | +5.0% | +5.3% | -0.3% | +3.5% |
| 30D | +3.5% | -6.3% | +9.8% | +5.1% |
| 3M | +13.1% | -27.4% | +40.5% | +22.3% |
| 6M | +19.0% | -53.1% | +72.1% | +43.6% |
| YTD | +28.5% | -32.3% | +60.9% | +36.6% |
| 1Y | +29.7% | -7.3% | +37.0% | +25.4% |
| 3Y | +89.2% | -14.9% | +104.2% | +69.7% |
| 5Y | +141.2% | -62.0% | +203.2% | +159.8% |
| 10Y | +1,306.6% | +33.0% | +1,273.6% | +825.2% |
| All | +127,774.9% | +2,114.0% | +125,660.9% | +37,711.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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