+90,174.4%
AAPL vs APH
+119,301.1%
-29,126.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.1% | -4.6% | -1.8% |
| 7D | -0.7% | -5.9% | +5.3% | +0.8% |
| 30D | +1.7% | -14.8% | +16.5% | +6.0% |
| 3M | +9.7% | -12.4% | +22.1% | +12.9% |
| 6M | +19.3% | +8.1% | +11.2% | +13.2% |
| YTD | +26.3% | +10.9% | +15.3% | +16.6% |
| 1Y | +27.4% | +8.8% | +18.6% | +18.0% |
| 3Y | +93.6% | +262.1% | -168.5% | +18.8% |
| 5Y | +131.7% | +283.1% | -151.4% | +40.3% |
| 10Y | +1,268.5% | +908.1% | +360.4% | +527.9% |
| All | +90,174.4% | +119,301.1% | -29,126.7% | +19,205.8% |
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