+1,226.0%
AAPL vs ALLY
+187.9%
+1,038.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.6% |
| 7D | +0.1% | +3.7% | -3.6% | -1.0% |
| 30D | +3.0% | -2.3% | +5.2% | +3.6% |
| 3M | +2.9% | +3.8% | -0.9% | +1.4% |
| 6M | +22.1% | +9.7% | +12.4% | +18.1% |
| YTD | +18.0% | -1.4% | +19.4% | +17.6% |
| 1Y | +33.9% | +8.2% | +25.7% | +29.3% |
| 3Y | +71.2% | +66.5% | +4.7% | +41.9% |
| 5Y | +112.6% | +1.2% | +111.4% | +96.2% |
| All | +1,226.0% | +187.9% | +1,038.0% | +860.3% |
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