+1,276.0%
AAPL vs ALLE
+233.6%
+1,042.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.8% | -0.3% | +1.2% |
| 7D | +3.7% | -0.6% | +4.3% | +4.0% |
| 30D | +4.2% | +26.6% | -22.4% | -6.4% |
| 3M | +12.0% | +13.2% | -1.2% | +5.5% |
| 6M | +19.8% | +42.9% | -23.1% | +0.6% |
| YTD | +29.3% | +21.0% | +8.3% | +16.0% |
| 1Y | +31.1% | +15.2% | +16.0% | +20.4% |
| 3Y | +94.9% | +95.6% | -0.7% | +33.6% |
| 5Y | +138.1% | +53.4% | +84.6% | +80.8% |
| 10Y | +1,276.0% | +221.5% | +1,054.5% | +678.7% |
| All | +1,276.0% | +233.6% | +1,042.3% | +678.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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