+1,237.1%
AAPL vs APD
+162.9%
+1,074.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.6% | +0.1% |
| 7D | -3.0% | -4.6% | +1.6% | -0.9% |
| 30D | +2.3% | -4.2% | +6.5% | +4.2% |
| 3M | +8.6% | +5.0% | +3.6% | +5.9% |
| 6M | +21.6% | +8.9% | +12.6% | +16.1% |
| YTD | +16.3% | +21.9% | -5.6% | +5.2% |
| 1Y | +35.1% | +5.6% | +29.5% | +29.6% |
| 3Y | +79.4% | +6.9% | +72.5% | +65.8% |
| 5Y | +109.8% | +25.3% | +84.5% | +72.9% |
| 10Y | +1,237.1% | +169.1% | +1,068.0% | +615.6% |
| All | +1,237.1% | +162.9% | +1,074.2% | +615.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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