+1,298.3%
AAPL vs ALL
+369.3%
+929.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.9% | -3.5% | -1.7% |
| 7D | +5.0% | -0.1% | +5.1% | +5.0% |
| 30D | +3.5% | +13.8% | -10.3% | -1.4% |
| 3M | +13.1% | -2.8% | +15.8% | +13.9% |
| 6M | +19.0% | +23.7% | -4.6% | +9.0% |
| YTD | +28.5% | +27.3% | +1.3% | +15.9% |
| 1Y | +29.7% | +30.5% | -0.8% | +15.6% |
| 3Y | +89.2% | +113.0% | -23.8% | +33.7% |
| 5Y | +141.2% | +157.6% | -16.4% | +49.9% |
| All | +1,298.3% | +369.3% | +929.1% | +620.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 10y: compounded portfolio wealth divided by compounded ALL 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…
10y analysis · Full analysis span regression · 6 months rolling