+117,303.1%
AAPL vs ALB
+2,835.3%
+114,467.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.4% | +1.9% | -1.3% |
| 7D | +0.1% | -8.1% | +8.2% | +2.3% |
| 30D | +3.0% | +6.3% | -3.3% | +1.0% |
| 3M | +2.9% | -23.6% | +26.5% | +9.6% |
| 6M | +22.1% | -24.6% | +46.7% | +28.5% |
| YTD | +18.0% | -10.3% | +28.3% | +16.9% |
| 1Y | +33.9% | +61.5% | -27.5% | +10.1% |
| 3Y | +71.2% | -34.0% | +105.1% | +66.6% |
| 5Y | +112.6% | -44.6% | +157.2% | +106.6% |
| 10Y | +1,198.8% | +76.1% | +1,122.7% | +694.6% |
| All | +117,303.1% | +2,835.3% | +114,467.8% | +32,247.6% |
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