+1,249.0%
AAPL vs ALLE
+222.4%
+1,026.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.1% |
| 7D | -0.7% | -0.6% | -0.1% | -0.4% |
| 30D | +1.7% | +25.3% | -23.6% | -8.2% |
| 3M | +9.7% | +10.3% | -0.6% | +4.5% |
| 6M | +19.3% | +38.0% | -18.8% | +1.7% |
| YTD | +26.3% | +17.8% | +8.5% | +14.7% |
| 1Y | +27.4% | +13.6% | +13.8% | +17.5% |
| 3Y | +93.6% | +89.2% | +4.4% | +34.8% |
| 5Y | +131.7% | +51.1% | +80.6% | +77.0% |
| All | +1,249.0% | +222.4% | +1,026.6% | +677.1% |
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