+2,173.6%
AAPL vs AR
-33.4%
+2,207.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.5% |
| 7D | -0.7% | -14.3% | +13.6% | +0.5% |
| 30D | +1.7% | +1.4% | +0.3% | +1.5% |
| 3M | +9.7% | +3.4% | +6.3% | +9.2% |
| 6M | +19.3% | -2.1% | +21.4% | +19.1% |
| YTD | +26.3% | +4.7% | +21.6% | +24.9% |
| 1Y | +27.4% | +10.6% | +16.8% | +25.3% |
| 3Y | +93.6% | +24.6% | +69.0% | +86.6% |
| 5Y | +131.7% | +71.9% | +59.8% | +114.9% |
| 10Y | +1,268.5% | +46.4% | +1,222.1% | +1,106.6% |
| All | +2,173.6% | -33.4% | +2,207.0% | +1,985.2% |
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