+1,306.6%
AAPL vs AR
+52.4%
+1,254.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.3% | -2.5% | +1.5% |
| 7D | +5.0% | -5.8% | +10.8% | +5.4% |
| 30D | +3.5% | +4.8% | -1.3% | +3.0% |
| 3M | +13.1% | +1.5% | +11.5% | +12.7% |
| 6M | +19.0% | +4.7% | +14.3% | +18.2% |
| YTD | +28.5% | +9.2% | +19.3% | +26.8% |
| 1Y | +29.7% | +11.2% | +18.5% | +27.6% |
| 3Y | +89.2% | +46.2% | +43.0% | +80.1% |
| 5Y | +141.2% | +98.1% | +43.2% | +121.8% |
| 10Y | +1,306.6% | +54.5% | +1,252.1% | +1,241.4% |
| All | +1,306.6% | +52.4% | +1,254.2% | +1,241.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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