+1,276.0%
AAPL vs ALLY
+201.0%
+1,074.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +2.2% |
| 7D | +3.7% | -0.2% | +3.9% | +3.8% |
| 30D | +4.2% | +3.4% | +0.7% | +3.1% |
| 3M | +12.0% | -11.1% | +23.1% | +15.7% |
| 6M | +19.8% | -11.5% | +31.3% | +23.4% |
| YTD | +29.3% | -12.3% | +41.7% | +33.2% |
| 1Y | +31.1% | +1.1% | +30.0% | +29.3% |
| 3Y | +94.9% | +64.8% | +30.1% | +62.4% |
| 5Y | +138.1% | -6.9% | +144.9% | +125.6% |
| 10Y | +1,276.0% | +194.9% | +1,081.0% | +985.8% |
| All | +1,276.0% | +201.0% | +1,074.9% | +985.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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