+2,024.9%
AAPL vs AR
-27.2%
+2,052.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.5% |
| 7D | +0.1% | +2.5% | -2.4% | -0.1% |
| 30D | +3.0% | +14.8% | -11.8% | +1.8% |
| 3M | +2.9% | +6.2% | -3.3% | +2.3% |
| 6M | +22.1% | +4.3% | +17.8% | +21.3% |
| YTD | +18.0% | +14.4% | +3.7% | +16.1% |
| 1Y | +33.9% | +21.3% | +12.6% | +30.9% |
| 3Y | +71.2% | +39.8% | +31.4% | +63.5% |
| 5Y | +112.6% | +142.1% | -29.5% | +92.3% |
| 10Y | +1,198.8% | +52.0% | +1,146.7% | +1,042.3% |
| All | +2,024.9% | -27.2% | +2,052.1% | +1,838.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling