+84,268.1%
AAPL vs APH
+132,206.3%
-47,938.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.8% |
| 7D | +0.1% | +5.0% | -4.9% | -1.4% |
| 30D | +3.0% | -3.9% | +6.9% | +4.0% |
| 3M | +2.9% | +13.0% | -10.1% | -2.2% |
| 6M | +22.1% | +25.2% | -3.0% | +11.2% |
| YTD | +18.0% | +22.9% | -4.9% | +6.6% |
| 1Y | +33.9% | +47.8% | -13.9% | +13.1% |
| 3Y | +71.2% | +283.0% | -211.9% | +4.3% |
| 5Y | +112.6% | +349.7% | -237.1% | +23.7% |
| 10Y | +1,198.8% | +1,061.2% | +137.5% | +476.6% |
| All | +84,268.1% | +132,206.3% | -47,938.2% | +17,551.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 2026-09-04: compounded portfolio wealth divided by compounded APH 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 2026-09-04 analysis · Full analysis span regression · 6 months rolling