+102.2%
AAPL vs ARM
+232.1%
-129.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.7% | -4.3% | +1.8% |
| 7D | +3.7% | -5.3% | +9.0% | +4.0% |
| 30D | +4.2% | -30.0% | +34.2% | +7.3% |
| 3M | +12.0% | -34.1% | +46.1% | +15.4% |
| 6M | +19.8% | -12.6% | +32.4% | +17.2% |
| YTD | +29.3% | +70.4% | -41.1% | +15.5% |
| 1Y | +31.1% | +22.3% | +8.8% | +21.8% |
| 3Y | +94.9% | +261.2% | -166.3% | +59.3% |
| All | +102.2% | +232.1% | -129.8% | +66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARM.
Daily Out/Under-Performance
Portfolio return minus ARM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARM 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 ARM 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