+133,818.3%
AAPL vs AMAT
+116,822.5%
+16,995.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.2% | -0.8% |
| 7D | +5.0% | -2.5% | +7.5% | +5.2% |
| 30D | +3.5% | -26.5% | +30.1% | +13.4% |
| 3M | +13.1% | -28.6% | +41.6% | +23.6% |
| 6M | +19.0% | -14.2% | +33.3% | +16.4% |
| YTD | +28.5% | +45.5% | -16.9% | +2.1% |
| 1Y | +29.7% | +59.3% | -29.6% | -0.7% |
| 3Y | +89.2% | +153.1% | -63.8% | +16.0% |
| 5Y | +141.2% | +158.2% | -16.9% | +41.9% |
| 10Y | +1,306.6% | +1,370.8% | -64.2% | +313.2% |
| All | +133,818.3% | +116,822.5% | +16,995.7% | +8,468.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling