+1,278.0%
AAPL vs ALNY
+260.0%
+1,018.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.3% | +1.7% |
| 7D | +3.8% | -6.5% | +10.4% | +4.7% |
| 30D | +9.9% | +11.0% | -1.1% | +8.4% |
| 3M | +12.5% | -14.1% | +26.6% | +13.6% |
| 6M | +27.6% | -22.4% | +50.0% | +30.2% |
| YTD | +22.6% | -37.5% | +60.0% | +28.1% |
| 1Y | +45.0% | -46.9% | +91.9% | +54.4% |
| 3Y | +87.8% | +22.1% | +65.7% | +76.5% |
| 5Y | +128.7% | +31.2% | +97.5% | +107.6% |
| All | +1,278.0% | +260.0% | +1,018.0% | +1,050.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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