+125,522.1%
AAPL vs ALB
+2,214.8%
+123,307.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.8% |
| 7D | -0.7% | +9.1% | -9.7% | -2.9% |
| 30D | +1.7% | -3.4% | +5.1% | +2.5% |
| 3M | +9.7% | -20.6% | +30.3% | +15.8% |
| 6M | +19.3% | -48.2% | +67.5% | +40.1% |
| YTD | +26.3% | -29.2% | +55.5% | +32.7% |
| 1Y | +27.4% | +10.0% | +17.4% | +17.3% |
| 3Y | +93.6% | -12.9% | +106.5% | +72.6% |
| 5Y | +131.7% | -61.3% | +193.0% | +148.5% |
| 10Y | +1,268.5% | +35.8% | +1,232.7% | +795.6% |
| All | +125,522.1% | +2,214.8% | +123,307.3% | +36,615.0% |
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