+1,326.9%
AAPL vs AMAT
+1,442.3%
-115.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.1% | -4.0% | +0.2% |
| 7D | +1.8% | +7.0% | -5.2% | -0.9% |
| 30D | +4.3% | -20.6% | +24.9% | +10.8% |
| 3M | +16.6% | -24.8% | +41.4% | +24.8% |
| 6M | +21.6% | -10.7% | +32.3% | +16.3% |
| YTD | +31.2% | +54.3% | -23.1% | -0.3% |
| 1Y | +29.6% | +73.7% | -44.2% | -6.3% |
| 3Y | +93.1% | +168.4% | -75.3% | +8.5% |
| 5Y | +146.2% | +167.6% | -21.3% | +31.5% |
| 10Y | +1,326.9% | +1,425.2% | -98.3% | +250.7% |
| All | +1,326.9% | +1,442.3% | -115.4% | +250.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMAT.
Daily Out/Under-Performance
Portfolio return minus AMAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMAT 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 AMAT 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