+1,210.4%
AAPL vs AMAT
+1,661.6%
-451.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.0% | -5.1% | -2.4% |
| 7D | -2.7% | +7.0% | -9.7% | -5.0% |
| 30D | +1.0% | -12.2% | +13.2% | +4.8% |
| 3M | +5.0% | -3.8% | +8.8% | +1.0% |
| 6M | +23.0% | +45.9% | -22.9% | -0.1% |
| YTD | +16.6% | +84.6% | -68.0% | -14.8% |
| 1Y | +33.4% | +193.4% | -159.9% | -19.7% |
| 3Y | +79.9% | +228.1% | -148.2% | -4.0% |
| 5Y | +109.0% | +268.9% | -159.9% | +0.7% |
| 10Y | +1,210.4% | +1,665.8% | -455.3% | +197.4% |
| All | +1,210.4% | +1,661.6% | -451.2% | +197.4% |
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