+121,410.5%
AAPL vs AMGN
+57,313.9%
+64,096.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -10.1% | +8.9% | +2.0% |
| 7D | -2.7% | -10.3% | +7.5% | +0.4% |
| 30D | +1.0% | -3.8% | +4.8% | +2.0% |
| 3M | +5.0% | +14.4% | -9.4% | +0.3% |
| 6M | +23.0% | +7.8% | +15.2% | +19.6% |
| YTD | +16.6% | +22.6% | -5.9% | +8.6% |
| 1Y | +33.4% | +44.2% | -10.8% | +17.6% |
| 3Y | +79.9% | +65.8% | +14.1% | +49.4% |
| 5Y | +109.0% | +108.0% | +1.0% | +60.4% |
| 10Y | +1,210.4% | +209.9% | +1,000.6% | +782.7% |
| All | +121,410.5% | +57,313.9% | +64,096.6% | +20,472.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMGN.
Daily Out/Under-Performance
Portfolio return minus AMGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMGN 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AMGN 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling