+95.3%
AAPL vs APP
+837.2%
-741.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.9% | -3.5% | +0.1% |
| 7D | +4.1% | +4.6% | -0.4% | +3.8% |
| 30D | +4.0% | +56.0% | -52.1% | -0.2% |
| 3M | +16.8% | +30.8% | -14.0% | +13.7% |
| 6M | +19.4% | -9.8% | +29.2% | +19.2% |
| YTD | +31.5% | -39.3% | +70.8% | +34.6% |
| 1Y | +31.0% | -26.4% | +57.4% | +31.3% |
| 3Y | +95.3% | +887.9% | -792.6% | +51.3% |
| All | +95.3% | +837.2% | -741.9% | +51.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling