+172.0%
AAPL vs APP
+478.2%
-306.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.3% | +1.8% |
| 7D | +1.8% | +48.9% | -47.2% | -3.0% |
| 30D | +4.3% | +49.4% | -45.1% | -0.8% |
| 3M | +16.6% | +27.0% | -10.4% | +12.7% |
| 6M | +21.6% | -15.4% | +37.0% | +21.9% |
| YTD | +31.2% | -39.9% | +71.1% | +34.8% |
| 1Y | +29.6% | -32.0% | +61.5% | +30.8% |
| 3Y | +93.1% | +824.3% | -731.2% | +30.2% |
| 5Y | +146.2% | +252.4% | -106.2% | +64.2% |
| All | +172.0% | +478.2% | -306.3% | +73.5% |
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