+161.8%
AAPL vs APP
+458.9%
-297.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +9.9% | -10.4% | -1.6% |
| 7D | -0.7% | +71.2% | -71.9% | -6.8% |
| 30D | +1.7% | +39.1% | -37.4% | -2.6% |
| 3M | +9.7% | +16.5% | -6.9% | +7.0% |
| 6M | +19.3% | -16.6% | +35.8% | +19.6% |
| YTD | +26.3% | -41.9% | +68.2% | +30.2% |
| 1Y | +27.4% | -37.0% | +64.4% | +29.7% |
| 3Y | +93.6% | +892.4% | -798.8% | +29.0% |
| 5Y | +131.7% | +297.3% | -165.6% | +54.5% |
| All | +161.8% | +458.9% | -297.1% | +67.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling