+109.4%
AAPL vs APP
+313.3%
-203.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.2% | -4.7% | -2.8% |
| 7D | +0.1% | +0.9% | -0.8% | 0.0% |
| 30D | +3.0% | -23.3% | +26.2% | +5.8% |
| 3M | +2.9% | -42.6% | +45.5% | +9.0% |
| 6M | +22.1% | -33.6% | +55.7% | +26.3% |
| YTD | +18.0% | -52.4% | +70.4% | +25.7% |
| 1Y | +33.9% | -35.9% | +69.8% | +36.0% |
| 3Y | +71.2% | +642.2% | -571.0% | +14.9% |
| All | +109.4% | +313.3% | -203.9% | +41.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling