+109.4%
AAPL vs APH
+350.9%
-241.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.8% |
| 7D | +0.1% | +5.0% | -4.9% | -1.5% |
| 30D | +3.0% | -3.9% | +6.9% | +4.1% |
| 3M | +2.9% | +13.0% | -10.1% | -3.0% |
| 6M | +22.1% | +25.2% | -3.0% | +9.0% |
| YTD | +18.0% | +22.9% | -4.9% | +3.1% |
| 1Y | +33.9% | +47.8% | -13.9% | +4.4% |
| 3Y | +71.2% | +283.0% | -211.9% | -33.4% |
| All | +109.4% | +350.9% | -241.5% | -31.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling