+92.6%
AAPL vs AS
+131.9%
-39.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.4% | +4.5% | +2.5% |
| 7D | +1.8% | -3.0% | +4.8% | +2.3% |
| 30D | +4.3% | +9.6% | -5.3% | +2.7% |
| 3M | +16.6% | -8.2% | +24.8% | +18.1% |
| 6M | +21.6% | -9.9% | +31.5% | +23.3% |
| YTD | +31.2% | -16.8% | +48.0% | +34.0% |
| 1Y | +29.6% | +3.0% | +26.6% | +27.6% |
| All | +92.6% | +131.9% | -39.3% | +77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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