+1,249.0%
AAPL vs APH
+894.6%
+354.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.1% | -4.6% | -2.4% |
| 7D | -0.7% | -5.9% | +5.3% | +1.4% |
| 30D | +1.7% | -14.8% | +16.5% | +8.2% |
| 3M | +9.7% | -12.4% | +22.1% | +14.3% |
| 6M | +19.3% | +8.1% | +11.2% | +8.7% |
| YTD | +26.3% | +10.9% | +15.3% | +8.2% |
| 1Y | +27.4% | +8.8% | +18.6% | +9.6% |
| 3Y | +93.6% | +262.1% | -168.5% | -32.7% |
| 5Y | +131.7% | +283.1% | -151.4% | -23.7% |
| All | +1,249.0% | +894.6% | +354.4% | +132.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling