+1,958.4%
AAPL vs AMC
-97.5%
+2,055.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.3% | -5.9% | +2.2% |
| 7D | +3.7% | +6.6% | -2.9% | +3.5% |
| 30D | +4.2% | +14.1% | -9.9% | +3.8% |
| 3M | +12.0% | +31.3% | -19.3% | +11.0% |
| 6M | +19.8% | +126.7% | -106.9% | +16.4% |
| YTD | +29.3% | +117.9% | -88.6% | +25.5% |
| 1Y | +31.1% | +41.1% | -10.0% | +28.7% |
| 3Y | +94.9% | -61.0% | +155.8% | +94.4% |
| 5Y | +138.1% | -99.1% | +237.2% | +150.2% |
| 10Y | +1,276.0% | -98.7% | +1,374.7% | +1,334.3% |
| All | +1,958.4% | -97.5% | +2,055.9% | +1,857.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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