+92,368.2%
AAPL vs APH
+129,097.8%
-36,729.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.2% | -5.8% | -0.1% |
| 7D | +3.7% | +1.1% | +2.6% | +2.8% |
| 30D | +4.2% | -7.5% | +11.7% | +5.9% |
| 3M | +12.0% | -4.4% | +16.5% | +12.2% |
| 6M | +19.8% | +26.5% | -6.7% | +8.3% |
| YTD | +29.3% | +20.0% | +9.3% | +16.5% |
| 1Y | +31.1% | +16.9% | +14.2% | +18.7% |
| 3Y | +94.9% | +288.5% | -193.6% | +17.0% |
| 5Y | +138.1% | +310.3% | -172.2% | +41.1% |
| 10Y | +1,276.0% | +951.3% | +324.7% | +522.0% |
| All | +92,368.2% | +129,097.8% | -36,729.6% | +19,188.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling