+78,376.9%
AAPL vs ALL
+3,667.9%
+74,709.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.1% |
| 7D | +0.1% | 0.0% | +0.1% | +0.1% |
| 30D | +3.0% | -1.5% | +4.5% | +3.4% |
| 3M | +2.9% | +23.6% | -20.7% | -4.0% |
| 6M | +22.1% | +22.3% | -0.2% | +14.0% |
| YTD | +18.0% | +26.5% | -8.5% | +8.8% |
| 1Y | +33.9% | +27.0% | +6.9% | +23.0% |
| 3Y | +71.2% | +149.6% | -78.4% | +24.7% |
| 5Y | +112.6% | +118.1% | -5.5% | +58.7% |
| 10Y | +1,198.8% | +369.0% | +829.8% | +656.8% |
| All | +78,376.9% | +3,667.9% | +74,709.1% | +26,753.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling