+168.2%
AAPL vs APP
+485.7%
-317.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.8% | -2.4% | +1.9% |
| 7D | +3.7% | +79.2% | -75.5% | -3.3% |
| 30D | +4.2% | +48.0% | -43.8% | -0.8% |
| 3M | +12.0% | +18.2% | -6.2% | +9.1% |
| 6M | +19.8% | -12.5% | +32.3% | +19.6% |
| YTD | +29.3% | -39.2% | +68.5% | +32.7% |
| 1Y | +31.1% | -33.9% | +65.0% | +32.8% |
| 3Y | +94.9% | +933.3% | -838.4% | +29.3% |
| 5Y | +138.1% | +295.9% | -157.8% | +58.1% |
| All | +168.2% | +485.7% | -317.5% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 APP 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