+1,254.4%
AAPL vs AME
+427.9%
+826.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.4% | +4.1% |
| 7D | -0.5% | 0.0% | -0.5% | -0.6% |
| 30D | +7.1% | -8.6% | +15.7% | +12.5% |
| 3M | +12.1% | +5.8% | +6.3% | +7.5% |
| 6M | +25.4% | +3.8% | +21.6% | +20.9% |
| YTD | +20.5% | +14.4% | +6.0% | +9.2% |
| 1Y | +44.5% | +25.8% | +18.8% | +23.0% |
| 3Y | +85.8% | +55.2% | +30.6% | +35.3% |
| 5Y | +124.8% | +85.5% | +39.2% | +45.2% |
| All | +1,254.4% | +427.9% | +826.5% | +489.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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